Steward Partners Investment Advisory’s Array Digital Infrastructure AD Stock Holding History

Steward Partners Investment Advisory’s Portfolio AD Stock Details AD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-71	Closed	-$3.05K	–	3582
2023 Q3	$3.05K	Hold	71	–	–	﹤0.01%	2982
2023 Q2	$1.25K	Hold	71	–	–	﹤0.01%	3101
2023 Q1	$1.47K	Sell	71 -414	-85%	-$9.26K	﹤0.01%	3072
2022 Q4	$10.1K	Sell	485 -290	-37%	-$6.92K	﹤0.01%	2537
2022 Q3	$20K	Sell	775 -16	-2%	-$458	﹤0.01%	2235
2022 Q2	$23K	Sell	791 -93,121	-99%	-$2.79M	﹤0.01%	2169
2022 Q1	$2.84M	Buy	93,912 +3,245	+4%	+$98K	0.04%	380
2021 Q4	$2.86M	Buy	+90,667	New	+$2.86M	0.04%	387
2019 Q3	–	Sell	-50	Closed	-$2K	–	2774
2019 Q2	$2K	Buy	+50	New	+$2.34K	﹤0.01%	2468

Other funds holding AD

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

TCP

ThornTree Capital Partners Boston, Massachusetts $564M AUM 36.37% 1-Year Est. Return

Steward Partners Investment Advisory's AD Position: Q4 2023 in Review

Steward Partners Investment Advisory sold out of Array Digital Infrastructure (AD) in Q4 2023, closing a stake of 71 shares — an estimated $3.05K sold.

Steward Partners Investment Advisory first reported a position in AD in Q2 2019 and held it in 9 quarters. The position peaked at $2.86M in Q4 2021. 138 funds tracked by Wall St. Rank hold AD as of Q4 2023.

Steward Partners Investment Advisory reported no remaining Array Digital Infrastructure position as of Q4 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 71 Array Digital Infrastructure shares in Q4 2023, an estimated $3.05K.
Steward Partners Investment Advisory first reported a position in Array Digital Infrastructure in Q2 2019 and held it in 9 quarters.
Steward Partners Investment Advisory's Array Digital Infrastructure position peaked at $2.86M in Q4 2021.
138 funds tracked by Wall St. Rank held Array Digital Infrastructure as of Q4 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.