WPW
DVLT

Waldron Private Wealth’s Datavault AI DVLT Stock Holding History

Waldron Private Wealth’s Portfolio DVLT Stock Details DVLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Hold
0
– -$30K – 277
2020
Q1 		– Hold
0
– – – 234
2019
Q4 		– Hold
0
– – – 270
2019
Q3 		– Hold
0
– – – 250
2019
Q2 		– Hold
0
– – – 238
2019
Q1 		– Hold
0
– – – 245

Other funds holding DVLT

ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return
SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return