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Tradition Wealth Management’s Douglas Elliman DOUG Stock Holding History

Tradition Wealth Management’s Portfolio DOUG Stock Details DOUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,492
Closed -$4K – 1392
2023
Q1 		$4K Hold
1,492
– – ﹤0.01% 1199
2022
Q4 		$6K Hold
1,492
– – ﹤0.01% 1005
2022
Q3 		$6K Hold
1,492
– – ﹤0.01% 1029
2022
Q2 		$7K Hold
1,492
– – ﹤0.01% 893
2022
Q1 		$10K Hold
1,492
– – ﹤0.01% 897
2021
Q4 		$16K Buy
+1,492
New +$16.8K ﹤0.01% 784

Other funds holding DOUG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Tradition Wealth Management's DOUG Position: Q2 2023 in Review

Tradition Wealth Management sold out of Douglas Elliman (DOUG) in Q2 2023, closing a stake of 1,492 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in DOUG in Q4 2021 and held it in 6 quarters. The position peaked at $16K in Q4 2021. 151 funds tracked by Wall St. Rank hold DOUG as of Q2 2023.

  • Tradition Wealth Management reported no remaining Douglas Elliman position as of Q2 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 1,492 Douglas Elliman shares in Q2 2023, an estimated $4K.
  • Tradition Wealth Management first reported a position in Douglas Elliman in Q4 2021 and held it in 6 quarters.
  • Tradition Wealth Management's Douglas Elliman position peaked at $16K in Q4 2021.
  • 151 funds tracked by Wall St. Rank held Douglas Elliman as of Q2 2023.

Based on Tradition Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.