WA
DM

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

Wealth Alliance’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
2022
Q4 		– Sell
-1,257
Closed -$33K – 513
2022
Q3 		$33K Buy
+1,257
New +$35.2K 0.01% 446
2022
Q2 		– Sell
-2,757
Closed -$131K – 505
2022
Q1 		$131K Buy
2,757
+1,500
+119% +$63.5K 0.03% 433
2021
Q4 		$62K Sell
1,257
-100
-7% -$6.73K 0.01% 442
2021
Q3 		$97K Buy
1,357
+100
+8% +$8.69K 0.02% 421
2021
Q2 		$144K Hold
1,257
– – 0.03% 412
2021
Q1 		$187K Buy
+1,257
New +$277K 0.05% 375

Other funds holding DM

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
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealth Alliance's DM Position: Q4 2022 in Review

Wealth Alliance sold out of Desktop Metal, Inc. (DM) in Q4 2022, closing a stake of 1,257 shares — an estimated $33K sold.

Wealth Alliance first reported a position in DM in Q1 2021 and held it in 6 quarters. The position peaked at $187K in Q1 2021. 208 funds tracked by Wall St. Rank hold DM as of Q4 2022.

  • Wealth Alliance reported no remaining Desktop Metal, Inc. position as of Q4 2022 after selling out during the quarter.
  • Wealth Alliance sold 1,257 Desktop Metal, Inc. shares in Q4 2022, an estimated $33K.
  • Wealth Alliance first reported a position in Desktop Metal, Inc. in Q1 2021 and held it in 6 quarters.
  • Wealth Alliance's Desktop Metal, Inc. position peaked at $187K in Q1 2021.
  • 208 funds tracked by Wall St. Rank held Desktop Metal, Inc. as of Q4 2022.

Based on Wealth Alliance's 13F filing for Q4 2022, filed 13 Feb 2023.