SFWA
DM

Summit Financial Wealth Advisors’s Desktop Metal, Inc. DM Stock Holding History

Summit Financial Wealth Advisors’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
2024
Q1 		– Sell
-1,521
Closed -$11.4K – 144
2023
Q4 		$11.4K Buy
+1,521
New +$13.8K ﹤0.01% 128

Other funds holding DM

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NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Summit Financial Wealth Advisors's DM Position: Q1 2024 in Review

Summit Financial Wealth Advisors sold out of Desktop Metal, Inc. (DM) in Q1 2024, closing a stake of 1,521 shares — an estimated $11.4K sold.

Summit Financial Wealth Advisors first reported a position in DM in Q4 2023 and held it in 1 quarter. The position peaked at $11.4K in Q4 2023. 161 funds tracked by Wall St. Rank hold DM as of Q1 2024.

  • Summit Financial Wealth Advisors reported no remaining Desktop Metal, Inc. position as of Q1 2024 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 1,521 Desktop Metal, Inc. shares in Q1 2024, an estimated $11.4K.
  • Summit Financial Wealth Advisors first reported a position in Desktop Metal, Inc. in Q4 2023 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Desktop Metal, Inc. position peaked at $11.4K in Q4 2023.
  • 161 funds tracked by Wall St. Rank held Desktop Metal, Inc. as of Q1 2024.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2024, filed 2 May 2024.