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TRUE Private Wealth Advisors’s Donegal Group Class A DGICA Stock Holding History

TRUE Private Wealth Advisors’s Portfolio DGICA Stock Details DGICA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-600
Closed -$8K – 346
2020
Q4 		$8K Hold
600
– – ﹤0.01% 555
2020
Q3 		$8K Buy
+600
New +$8.55K ﹤0.01% 518

Other funds holding DGICA

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
LCM
Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return

TRUE Private Wealth Advisors's DGICA Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Donegal Group Class A (DGICA) in Q1 2021, closing a stake of 600 shares — an estimated $8K sold.

TRUE Private Wealth Advisors first reported a position in DGICA in Q3 2020 and held it in 2 quarters. The position peaked at $8K in Q4 2020. 92 funds tracked by Wall St. Rank hold DGICA as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining Donegal Group Class A position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 600 Donegal Group Class A shares in Q1 2021, an estimated $8K.
  • TRUE Private Wealth Advisors first reported a position in Donegal Group Class A in Q3 2020 and held it in 2 quarters.
  • TRUE Private Wealth Advisors's Donegal Group Class A position peaked at $8K in Q4 2020.
  • 92 funds tracked by Wall St. Rank held Donegal Group Class A as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.