Tradition Wealth Management’s Dorchester Minerals DMLP Stock Holding History

Tradition Wealth Management’s Portfolio DMLP Stock Details DMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-413	Closed	-$13K	–	593
2023 Q4	$13K	Hold	413	–	–	﹤0.01%	942
2023 Q3	$12K	Hold	413	–	–	﹤0.01%	969
2023 Q2	$12K	Hold	413	–	–	﹤0.01%	1001
2023 Q1	$13K	Hold	413	–	–	﹤0.01%	929
2022 Q4	$12K	Hold	413	–	–	﹤0.01%	862
2022 Q3	$10K	Buy	+413	New	+$11.3K	﹤0.01%	929

Other funds holding DMLP

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GIM

Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

ArchPoint Investors Coral Gables, Florida $473M AUM 49.24% 1-Year Est. Return

MIM

Meixler Investment Management Show Low, Arizona $181M AUM 22.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

DIM

Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return

Tradition Wealth Management's DMLP Position: Q1 2024 in Review

Tradition Wealth Management sold out of Dorchester Minerals (DMLP) in Q1 2024, closing a stake of 413 shares — an estimated $13K sold.

Tradition Wealth Management first reported a position in DMLP in Q3 2022 and held it in 6 quarters. The position peaked at $13K in Q4 2023. 128 funds tracked by Wall St. Rank hold DMLP as of Q1 2024.

Tradition Wealth Management reported no remaining Dorchester Minerals position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 413 Dorchester Minerals shares in Q1 2024, an estimated $13K.
Tradition Wealth Management first reported a position in Dorchester Minerals in Q3 2022 and held it in 6 quarters.
Tradition Wealth Management's Dorchester Minerals position peaked at $13K in Q4 2023.
128 funds tracked by Wall St. Rank held Dorchester Minerals as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.