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U.S. Capital Wealth Advisors’s Dorchester Minerals DMLP Stock Holding History

U.S. Capital Wealth Advisors’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
2023
Q1 		– Sell
-1,206
Closed -$36.1K – 858
2022
Q4 		$36.1K Buy
+1,206
New +$34.7K ﹤0.01% 956

Other funds holding DMLP

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
MIM
Meixler Investment Management Show Low, Arizona $186M AUM 26.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return

U.S. Capital Wealth Advisors's DMLP Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Dorchester Minerals (DMLP) in Q1 2023, closing a stake of 1,206 shares — an estimated $36.1K sold.

U.S. Capital Wealth Advisors first reported a position in DMLP in Q4 2022 and held it in 1 quarter. The position peaked at $36.1K in Q4 2022. 106 funds tracked by Wall St. Rank hold DMLP as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Dorchester Minerals position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 1,206 Dorchester Minerals shares in Q1 2023, an estimated $36.1K.
  • U.S. Capital Wealth Advisors first reported a position in Dorchester Minerals in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Dorchester Minerals position peaked at $36.1K in Q4 2022.
  • 106 funds tracked by Wall St. Rank held Dorchester Minerals as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.