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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

Other funds holding DSGR

Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.