Weaver Consulting Group’s State Street SPDR Global Dow ETF DGT Stock Holding History

Weaver Consulting Group’s Portfolio DGT Stock Details DGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-90	Closed	-$7K	–	318
2020 Q3	$7K	Hold	90	–	–	﹤0.01%	621
2020 Q2	$7K	Hold	90	–	–	﹤0.01%	595
2020 Q1	$6K	Hold	90	–	–	﹤0.01%	527
2019 Q4	$8K	Hold	90	–	–	﹤0.01%	527
2019 Q3	$8K	Hold	90	–	–	﹤0.01%	515
2019 Q2	$8K	Hold	90	–	–	﹤0.01%	498
2019 Q1	$8K	Buy	+90	New	+$7.33K	﹤0.01%	996

Other funds holding DGT

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Roundview Capital Princeton, New Jersey $1.61B AUM 16.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIC

Meridian Investment Counsel Lafayette, California $466M AUM 42.29% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Weaver Consulting Group's DGT Position: Q4 2020 in Review

Weaver Consulting Group sold out of State Street SPDR Global Dow ETF (DGT) in Q4 2020, closing a stake of 90 shares — an estimated $7K sold.

Weaver Consulting Group first reported a position in DGT in Q1 2019 and held it in 7 quarters. The position peaked at $8K in Q4 2019. 27 funds tracked by Wall St. Rank hold DGT as of Q4 2020.

Weaver Consulting Group reported no remaining State Street SPDR Global Dow ETF position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 90 State Street SPDR Global Dow ETF shares in Q4 2020, an estimated $7K.
Weaver Consulting Group first reported a position in State Street SPDR Global Dow ETF in Q1 2019 and held it in 7 quarters.
Weaver Consulting Group's State Street SPDR Global Dow ETF position peaked at $8K in Q4 2019.
27 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.