SPIA
DH icon

Steward Partners Investment Advisory’s Definitive Healthcare DH Stock Holding History

Steward Partners Investment Advisory’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-34
Closed -$1K – 3257
2022
Q2 		$1K Buy
+34
New +$727 ﹤0.01% 3103

Other funds holding DH

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
SEM
Spectrum Equity Management San Francisco, California $39.1M AUM 63.69% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Steward Partners Investment Advisory's DH Position: Q3 2022 in Review

Steward Partners Investment Advisory sold out of Definitive Healthcare (DH) in Q3 2022, closing a stake of 34 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in DH in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 123 funds tracked by Wall St. Rank hold DH as of Q3 2022.

  • Steward Partners Investment Advisory reported no remaining Definitive Healthcare position as of Q3 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 34 Definitive Healthcare shares in Q3 2022, an estimated $1K.
  • Steward Partners Investment Advisory first reported a position in Definitive Healthcare in Q2 2022 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Definitive Healthcare position peaked at $1K in Q2 2022.
  • 123 funds tracked by Wall St. Rank held Definitive Healthcare as of Q3 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2022, filed 10 Nov 2022.