WIA
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Wealthstreet Investment Advisors’s Dillards DDS Stock Holding History

Wealthstreet Investment Advisors’s Portfolio DDS Stock Details DDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5,525
Closed -$406K – 314
2019
Q4 		$406K Sell
5,525
-775
-12% -$54.9K 0.05% 251
2019
Q3 		$471K Hold
6,300
– – 0.06% 230
2019
Q2 		$392K Hold
6,300
– – 0.05% 251
2019
Q1 		$454K Hold
6,300
– – 0.06% 238
2018
Q4 		$422K Hold
6,300
– – 0.06% 231
2018
Q3 		$481K Hold
6,300
– – 0.06% 242
2018
Q2 		$595K Hold
6,300
– – 0.08% 217
2018
Q1 		$506K Hold
6,300
– – 0.06% 233
2017
Q4 		$378K Buy
+6,300
New +$349K 0.05% 258

Other funds holding DDS

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return