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Stratos Wealth Partners’s Douglas Elliman DOUG Stock Holding History

Stratos Wealth Partners’s Portfolio DOUG Stock Details DOUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-17,335
Closed -$51.1K – 1403
2023
Q4 		$51.1K Sell
17,335
-699
-4% -$1.47K ﹤0.01% 1349
2023
Q3 		$40.8K Buy
+18,034
New +$41.4K ﹤0.01% 1258

Other funds holding DOUG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
MCM
Moerus Capital Management New York $271M AUM 58.78% 1-Year Est. Return

Stratos Wealth Partners's DOUG Position: Q1 2024 in Review

Stratos Wealth Partners sold out of Douglas Elliman (DOUG) in Q1 2024, closing a stake of 17,335 shares — an estimated $51.1K sold.

Stratos Wealth Partners first reported a position in DOUG in Q3 2023 and held it in 2 quarters. The position peaked at $51.1K in Q4 2023. 140 funds tracked by Wall St. Rank hold DOUG as of Q1 2024.

  • Stratos Wealth Partners reported no remaining Douglas Elliman position as of Q1 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 17,335 Douglas Elliman shares in Q1 2024, an estimated $51.1K.
  • Stratos Wealth Partners first reported a position in Douglas Elliman in Q3 2023 and held it in 2 quarters.
  • Stratos Wealth Partners's Douglas Elliman position peaked at $51.1K in Q4 2023.
  • 140 funds tracked by Wall St. Rank held Douglas Elliman as of Q1 2024.

Based on Stratos Wealth Partners's 13F filing for Q1 2024, filed 16 Apr 2024.