Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s Distribution Solutions Group DSGR Stock Holding History

Steward Partners Investment Advisory’s Portfolio DSGR Stock Details DSGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-340
Closed -$5K – 2763
2020
Q2 		$5K Hold
340
– – ﹤0.01% 2260
2020
Q1 		$4K Buy
340
+240
+240% +$5.25K ﹤0.01% 2132
2019
Q4 		$2K Buy
+100
New +$2.36K ﹤0.01% 2420

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Granahan Investment Management
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TA
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GAMCO Investors
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PAIM
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Geode Capital Management
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Steward Partners Investment Advisory's DSGR Position: Q3 2020 in Review

Steward Partners Investment Advisory sold out of Distribution Solutions Group (DSGR) in Q3 2020, closing a stake of 340 shares — an estimated $5K sold.

Steward Partners Investment Advisory first reported a position in DSGR in Q4 2019 and held it in 3 quarters. The position peaked at $5K in Q2 2020. 62 funds tracked by Wall St. Rank hold DSGR as of Q3 2020.

  • Steward Partners Investment Advisory reported no remaining Distribution Solutions Group position as of Q3 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 340 Distribution Solutions Group shares in Q3 2020, an estimated $5K.
  • Steward Partners Investment Advisory first reported a position in Distribution Solutions Group in Q4 2019 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Distribution Solutions Group position peaked at $5K in Q2 2020.
  • 62 funds tracked by Wall St. Rank held Distribution Solutions Group as of Q3 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2020, filed 30 Oct 2020.