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Wagner Wealth Management (South Carolina)’s Delek US DK Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio DK Stock Details DK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-5
Closed – – 355
2022
Q3 		$0 Hold
5
– – ﹤0.01% 699
2022
Q2 		$0 Buy
+5
New +$135 ﹤0.01% 699
2022
Q1 		– Sell
-5
Closed – – 322
2021
Q4 		$0 Buy
+5
New +$88 ﹤0.01% 680
2018
Q3 		$0 Hold
11
– – ﹤0.01% 702
2018
Q2 		$1K Hold
11
– – ﹤0.01% 561
2018
Q1 		$0 Buy
+11
New +$396 ﹤0.01% 639
2017
Q4 		– Hold
0
– – – 718

Other funds holding DK

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s DK Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Delek US (DK) in Q4 2022, closing a stake of 5 shares.

Wagner Wealth Management (South Carolina) first reported a position in DK in Q1 2018 and held it in 6 quarters. The position peaked at $1K in Q2 2018. 240 funds tracked by Wall St. Rank hold DK as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Delek US position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 5 Delek US shares in Q4 2022.
  • Wagner Wealth Management (South Carolina) first reported a position in Delek US in Q1 2018 and held it in 6 quarters.
  • Wagner Wealth Management (South Carolina)'s Delek US position peaked at $1K in Q2 2018.
  • 240 funds tracked by Wall St. Rank held Delek US as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.