WP
DM

WealthPLAN Partners’s Desktop Metal, Inc. DM Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-5
Closed -$89 – 1228
2023
Q2 		$89 Hold
5
– – ﹤0.01% 1228
2023
Q1 		$115 Buy
+5
New +$94 ﹤0.01% 1289

Other funds holding DM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.59B AUM 234.06% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

WealthPLAN Partners's DM Position: Q3 2023 in Review

WealthPLAN Partners sold out of Desktop Metal, Inc. (DM) in Q3 2023, closing a stake of 5 shares — an estimated $89 sold.

WealthPLAN Partners first reported a position in DM in Q1 2023 and held it in 2 quarters. The position peaked at $115 in Q1 2023. 184 funds tracked by Wall St. Rank hold DM as of Q3 2023.

  • WealthPLAN Partners reported no remaining Desktop Metal, Inc. position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 5 Desktop Metal, Inc. shares in Q3 2023, an estimated $89.
  • WealthPLAN Partners first reported a position in Desktop Metal, Inc. in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Desktop Metal, Inc. position peaked at $115 in Q1 2023.
  • 184 funds tracked by Wall St. Rank held Desktop Metal, Inc. as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.