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Spire Wealth Management’s Dillards DDS Stock Holding History

Spire Wealth Management’s Portfolio DDS Stock Details DDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-400
Closed -$98K – 2603
2021
Q4 		$98K Buy
+400
New +$105K ﹤0.01% 1412
2021
Q2 		– Sell
-6,470
Closed -$608K – 2663
2021
Q1 		$608K Buy
+6,470
New +$526K 0.02% 601

Other funds holding DDS

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CWM
ClientFirst Wealth Management Little Rock, Arkansas $118M AUM 40.43% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Spire Wealth Management's DDS Position: Q1 2022 in Review

Spire Wealth Management sold out of Dillards (DDS) in Q1 2022, closing a stake of 400 shares — an estimated $98K sold.

Spire Wealth Management first reported a position in DDS in Q1 2021 and held it in 2 quarters. The position peaked at $608K in Q1 2021. 224 funds tracked by Wall St. Rank hold DDS as of Q1 2022.

  • Spire Wealth Management reported no remaining Dillards position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 400 Dillards shares in Q1 2022, an estimated $98K.
  • Spire Wealth Management first reported a position in Dillards in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's Dillards position peaked at $608K in Q1 2021.
  • 224 funds tracked by Wall St. Rank held Dillards as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.