SXL
DCM

Summit X LLC’s DeFi Capital Markets, Inc. DCM Stock Holding History

Summit X LLC’s Portfolio DCM Stock Details DCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11,537
Closed -$41.8K – 294
2022
Q4 		$41.8K Sell
11,537
-2,689
-19% -$8.25K 0.01% 237
2022
Q3 		$55K Buy
14,226
+2,689
+23% +$9.8K 0.02% 239
2022
Q2 		$42K Buy
+11,537
New +$39.3K 0.01% 238

Other funds holding DCM

Bridgeway Capital Management
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Tower Research Capital (TRC)
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit X LLC's DCM Position: Q1 2023 in Review

Summit X LLC sold out of DeFi Capital Markets, Inc. (DCM) in Q1 2023, closing a stake of 11,537 shares — an estimated $41.8K sold.

Summit X LLC first reported a position in DCM in Q2 2022 and held it in 3 quarters. The position peaked at $55K in Q3 2022. 11 funds tracked by Wall St. Rank hold DCM as of Q1 2023.

  • Summit X LLC reported no remaining DeFi Capital Markets, Inc. position as of Q1 2023 after selling out during the quarter.
  • Summit X LLC sold 11,537 DeFi Capital Markets, Inc. shares in Q1 2023, an estimated $41.8K.
  • Summit X LLC first reported a position in DeFi Capital Markets, Inc. in Q2 2022 and held it in 3 quarters.
  • Summit X LLC's DeFi Capital Markets, Inc. position peaked at $55K in Q3 2022.
  • 11 funds tracked by Wall St. Rank held DeFi Capital Markets, Inc. as of Q1 2023.

Based on Summit X LLC's 13F filing for Q1 2023, filed 10 May 2023.