SS
DSS icon

Sunbelt Securities’s DSS Inc DSS Stock Holding History

Sunbelt Securities’s Portfolio DSS Stock Details DSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-606
Closed -$51K – 399
2020
Q3 		$51K Buy
+606
New +$76.9K 0.01% 322

Other funds holding DSS

JWM
Jackson Wealth Management Lake Mary, Florida $972M AUM 22.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sunbelt Securities's DSS Position: Q4 2020 in Review

Sunbelt Securities sold out of DSS Inc (DSS) in Q4 2020, closing a stake of 606 shares — an estimated $51K sold.

Sunbelt Securities first reported a position in DSS in Q3 2020 and held it in 1 quarter. The position peaked at $51K in Q3 2020. 13 funds tracked by Wall St. Rank hold DSS as of Q4 2020.

  • Sunbelt Securities reported no remaining DSS Inc position as of Q4 2020 after selling out during the quarter.
  • Sunbelt Securities sold 606 DSS Inc shares in Q4 2020, an estimated $51K.
  • Sunbelt Securities first reported a position in DSS Inc in Q3 2020 and held it in 1 quarter.
  • Sunbelt Securities's DSS Inc position peaked at $51K in Q3 2020.
  • 13 funds tracked by Wall St. Rank held DSS Inc as of Q4 2020.

Based on Sunbelt Securities's 13F filing for Q4 2020, filed 9 Feb 2021.