SPIA
DM

Steward Partners Investment Advisory’s Desktop Metal, Inc. DM Stock Holding History

Steward Partners Investment Advisory’s Portfolio DM Stock Details DM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-155
Closed -$761 – 4278
2025
Q1 		$761 Buy
155
+3
+2% +$8 ﹤0.01% 3812
2024
Q4 		$356 Sell
152
-10
-6% -$42 ﹤0.01% 3876
2024
Q3 		$757 Buy
162
+10
+7% +$46 ﹤0.01% 3556
2024
Q2 		$628 Hold
152
– – ﹤0.01% 3451
2024
Q1 		$1.34K Sell
152
-200
-57% -$1.28K ﹤0.01% 3344
2023
Q4 		$2.64K Hold
352
– – ﹤0.01% 3156
2023
Q3 		$5.14K Hold
352
– – ﹤0.01% 2813
2023
Q2 		$6.23K Hold
352
– – ﹤0.01% 2724
2023
Q1 		$8.1K Sell
352
-200
-36% -$3.77K ﹤0.01% 2617
2022
Q4 		$7.51K Hold
552
– – ﹤0.01% 2627
2022
Q3 		$14K Hold
552
– – ﹤0.01% 2399
2022
Q2 		$12K Sell
552
-2,330
-81% -$68.2K ﹤0.01% 2470
2022
Q1 		$137K Buy
2,882
+700
+32% +$29.6K ﹤0.01% 1466
2021
Q4 		$108K Buy
2,182
+1,970
+929% +$133K ﹤0.01% 1569
2021
Q3 		$15K Hold
212
– – ﹤0.01% 2460
2021
Q2 		$24K Sell
212
-60
-22% -$7.87K ﹤0.01% 4872
2021
Q1 		$40.5K Buy
272
+252
+1,260% +$55.5K ﹤0.01% 2091
2020
Q4 		$3K Buy
+20
New +$2.65K ﹤0.01% 2667

Other funds holding DM

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PCC
Park Circle Company Baltimore, Maryland $108M AUM 15.4% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Steward Partners Investment Advisory's DM Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of Desktop Metal, Inc. (DM) in Q2 2025, closing a stake of 155 shares — an estimated $761 sold.

Steward Partners Investment Advisory first reported a position in DM in Q4 2020 and held it in 18 quarters. The position peaked at $137K in Q1 2022. 10 funds tracked by Wall St. Rank hold DM as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining Desktop Metal, Inc. position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 155 Desktop Metal, Inc. shares in Q2 2025, an estimated $761.
  • Steward Partners Investment Advisory first reported a position in Desktop Metal, Inc. in Q4 2020 and held it in 18 quarters.
  • Steward Partners Investment Advisory's Desktop Metal, Inc. position peaked at $137K in Q1 2022.
  • 10 funds tracked by Wall St. Rank held Desktop Metal, Inc. as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.