TFA
DM

Toth Financial Advisory’s Desktop Metal, Inc. DM Stock Holding History

Toth Financial Advisory’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
2025
Q2 		– Sell
-28
Closed -$138 – 815
2025
Q1 		$138 Hold
28
– – ﹤0.01% 696
2024
Q4 		$66 Hold
28
– – ﹤0.01% 692
2024
Q3 		$131 Hold
28
– – ﹤0.01% 702
2024
Q2 		$116 Sell
28
-1
-3% -$7 ﹤0.01% 734
2024
Q1 		$255 Hold
29
– – ﹤0.01% 709
2023
Q4 		$218 Hold
29
– – ﹤0.01% 715
2023
Q3 		$422 Hold
29
– – ﹤0.01% 732
2023
Q2 		$512 Hold
29
– – ﹤0.01% 743
2023
Q1 		$665 Hold
29
– – ﹤0.01% 767
2022
Q4 		$393 Hold
29
– – ﹤0.01% 688
2022
Q3 		$1K Hold
29
– – ﹤0.01% 729
2022
Q2 		$1K Hold
29
– – ﹤0.01% 681
2022
Q1 		$1K Hold
29
– – ﹤0.01% 697
2021
Q4 		$1K Buy
+29
New +$1.95K ﹤0.01% 728

Other funds holding DM

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PCC
Park Circle Company Baltimore, Maryland $108M AUM 15.4% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Toth Financial Advisory's DM Position: Q2 2025 in Review

Toth Financial Advisory sold out of Desktop Metal, Inc. (DM) in Q2 2025, closing a stake of 28 shares — an estimated $138 sold.

Toth Financial Advisory first reported a position in DM in Q4 2021 and held it in 14 quarters. The position peaked at $1K in Q3 2022. 10 funds tracked by Wall St. Rank hold DM as of Q2 2025.

  • Toth Financial Advisory reported no remaining Desktop Metal, Inc. position as of Q2 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 28 Desktop Metal, Inc. shares in Q2 2025, an estimated $138.
  • Toth Financial Advisory first reported a position in Desktop Metal, Inc. in Q4 2021 and held it in 14 quarters.
  • Toth Financial Advisory's Desktop Metal, Inc. position peaked at $1K in Q3 2022.
  • 10 funds tracked by Wall St. Rank held Desktop Metal, Inc. as of Q2 2025.

Based on Toth Financial Advisory's 13F filing for Q2 2025, filed 14 Jul 2025.