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Strategic Wealth Partners’s Dole DOLE Stock Holding History

Strategic Wealth Partners’s Portfolio DOLE Stock Details DOLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-10,535
Closed -$140K – 265
2021
Q4 		$140K Buy
+10,535
New +$147K 0.03% 273

Other funds holding DOLE

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Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
HAM
Harber Asset Management Asheville, North Carolina $156M AUM 2.37% 1-Year Est. Return
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Strategic Wealth Partners's DOLE Position: Q1 2022 in Review

Strategic Wealth Partners sold out of Dole (DOLE) in Q1 2022, closing a stake of 10,535 shares — an estimated $140K sold.

Strategic Wealth Partners first reported a position in DOLE in Q4 2021 and held it in 1 quarter. The position peaked at $140K in Q4 2021. 79 funds tracked by Wall St. Rank hold DOLE as of Q1 2022.

  • Strategic Wealth Partners reported no remaining Dole position as of Q1 2022 after selling out during the quarter.
  • Strategic Wealth Partners sold 10,535 Dole shares in Q1 2022, an estimated $140K.
  • Strategic Wealth Partners first reported a position in Dole in Q4 2021 and held it in 1 quarter.
  • Strategic Wealth Partners's Dole position peaked at $140K in Q4 2021.
  • 79 funds tracked by Wall St. Rank held Dole as of Q1 2022.

Based on Strategic Wealth Partners's 13F filing for Q1 2022, filed 19 May 2022.