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Steward Partners Investment Advisory’s Daily Journal DJCO Stock Holding History

Steward Partners Investment Advisory’s Portfolio DJCO Stock Details DJCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-20
Closed -$7K – 3303
2021
Q4 		$7K Hold
20
– – ﹤0.01% 2718
2021
Q3 		$6K Sell
20
-76
-79% -$24.9K ﹤0.01% 2747
2021
Q2 		$32K Sell
96
-51
-35% -$16.4K ﹤0.01% 4066
2021
Q1 		$46.5K Buy
147
+137
+1,370% +$46.4K ﹤0.01% 2022
2020
Q4 		$4K Buy
+10
New +$2.84K ﹤0.01% 2553

Other funds holding DJCO

RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
Aquamarine Capital Management New York $170M AUM 15.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Steward Partners Investment Advisory's DJCO Position: Q1 2022 in Review

Steward Partners Investment Advisory sold out of Daily Journal (DJCO) in Q1 2022, closing a stake of 20 shares — an estimated $7K sold.

Steward Partners Investment Advisory first reported a position in DJCO in Q4 2020 and held it in 5 quarters. The position peaked at $46.5K in Q1 2021. 55 funds tracked by Wall St. Rank hold DJCO as of Q1 2022.

  • Steward Partners Investment Advisory reported no remaining Daily Journal position as of Q1 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 20 Daily Journal shares in Q1 2022, an estimated $7K.
  • Steward Partners Investment Advisory first reported a position in Daily Journal in Q4 2020 and held it in 5 quarters.
  • Steward Partners Investment Advisory's Daily Journal position peaked at $46.5K in Q1 2021.
  • 55 funds tracked by Wall St. Rank held Daily Journal as of Q1 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2022, filed 2 May 2022.