VNA
DM

Valley National Advisers’s Desktop Metal, Inc. DM Stock Holding History

Valley National Advisers’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
2023
Q4 		– Sell
-117
Closed -$2K – 1286
2023
Q3 		$2K Hold
117
– – ﹤0.01% 868
2023
Q2 		$3K Hold
117
– – ﹤0.01% 759
2023
Q1 		$3K Hold
117
– – ﹤0.01% 745
2022
Q4 		$1K Buy
117
+30
+34% +$625 ﹤0.01% 827
2022
Q3 		$2K Buy
87
+43
+98% +$1.2K ﹤0.01% 806
2022
Q2 		$1K Hold
44
– – ﹤0.01% 873
2022
Q1 		$2K Hold
44
– – ﹤0.01% 822
2021
Q4 		$2K Hold
44
– – ﹤0.01% 816
2021
Q3 		$3K Hold
44
– – ﹤0.01% 745
2021
Q2 		$5K Hold
44
– – ﹤0.01% 687
2021
Q1 		$7K Buy
+44
New +$9.69K ﹤0.01% 599

Other funds holding DM

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
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Valley National Advisers's DM Position: Q4 2023 in Review

Valley National Advisers sold out of Desktop Metal, Inc. (DM) in Q4 2023, closing a stake of 117 shares — an estimated $2K sold.

Valley National Advisers first reported a position in DM in Q1 2021 and held it in 11 quarters. The position peaked at $7K in Q1 2021. 173 funds tracked by Wall St. Rank hold DM as of Q4 2023.

  • Valley National Advisers reported no remaining Desktop Metal, Inc. position as of Q4 2023 after selling out during the quarter.
  • Valley National Advisers sold 117 Desktop Metal, Inc. shares in Q4 2023, an estimated $2K.
  • Valley National Advisers first reported a position in Desktop Metal, Inc. in Q1 2021 and held it in 11 quarters.
  • Valley National Advisers's Desktop Metal, Inc. position peaked at $7K in Q1 2021.
  • 173 funds tracked by Wall St. Rank held Desktop Metal, Inc. as of Q4 2023.

Based on Valley National Advisers's 13F filing for Q4 2023, filed 25 Jan 2024.