WPW
DM

Waldron Private Wealth’s Desktop Metal, Inc. DM Stock Holding History

Waldron Private Wealth’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
2024
Q2 		– Sell
-3,748
Closed -$33K – 445
2024
Q1 		$33K Hold
3,748
– – ﹤0.01% 425
2023
Q4 		$28.1K Hold
3,748
– – ﹤0.01% 411
2023
Q3 		$54.7K Hold
3,748
– – ﹤0.01% 367
2023
Q2 		$66.3K Hold
3,748
– – ﹤0.01% 365
2023
Q1 		$86.2K Sell
3,748
-38,000
-91% -$717K ﹤0.01% 405
2022
Q4 		$1.08M Hold
41,748
– – 0.07% 148
2022
Q3 		$1.08M Sell
41,748
-64,927
-61% -$1.82M 0.07% 148
2022
Q2 		$2.35M Hold
106,675
– – 0.13% 97
2022
Q1 		$5.06M Sell
106,675
-342,285
-76% -$14.5M 0.26% 62
2021
Q4 		$22.2M Buy
+448,960
New +$30.2M 1.1% 24

Other funds holding DM

NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Waldron Private Wealth's DM Position: Q2 2024 in Review

Waldron Private Wealth sold out of Desktop Metal, Inc. (DM) in Q2 2024, closing a stake of 3,748 shares — an estimated $33K sold.

Waldron Private Wealth first reported a position in DM in Q4 2021 and held it in 10 quarters. The position peaked at $22.2M in Q4 2021. 109 funds tracked by Wall St. Rank hold DM as of Q2 2024.

  • Waldron Private Wealth reported no remaining Desktop Metal, Inc. position as of Q2 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 3,748 Desktop Metal, Inc. shares in Q2 2024, an estimated $33K.
  • Waldron Private Wealth first reported a position in Desktop Metal, Inc. in Q4 2021 and held it in 10 quarters.
  • Waldron Private Wealth's Desktop Metal, Inc. position peaked at $22.2M in Q4 2021.
  • 109 funds tracked by Wall St. Rank held Desktop Metal, Inc. as of Q2 2024.

Based on Waldron Private Wealth's 13F filing for Q2 2024, filed 31 Jul 2024.