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West Oak Capital’s Trump Media & Technology Group DJT Stock Holding History

West Oak Capital’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-26
Closed -$852 – 332
2024
Q2 		$852 Hold
26
– – ﹤0.01% 300
2024
Q1 		$2K Buy
+26
New +$1.01K ﹤0.01% 284
2023
Q4 		– Sell
-50
Closed -$1K – 326
2023
Q3 		$1K Hold
50
– – ﹤0.01% 299
2023
Q2 		$628 Hold
50
– – ﹤0.01% 303
2023
Q1 		$703 Hold
50
– – ﹤0.01% 301
2022
Q4 		$1K Hold
50
– – ﹤0.01% 280
2022
Q3 		$1K Hold
50
– – ﹤0.01% 320
2022
Q2 		$1K Hold
50
– – ﹤0.01% 319
2022
Q1 		$3K Hold
50
– – ﹤0.01% 318
2021
Q4 		$3K Buy
+50
New +$2.26K ﹤0.01% 321

Other funds holding DJT

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

West Oak Capital's DJT Position: Q3 2024 in Review

West Oak Capital sold out of Trump Media & Technology Group (DJT) in Q3 2024, closing a stake of 26 shares — an estimated $852 sold.

West Oak Capital first reported a position in DJT in Q4 2021 and held it in 10 quarters. The position peaked at $3K in Q1 2022. 263 funds tracked by Wall St. Rank hold DJT as of Q3 2024.

  • West Oak Capital reported no remaining Trump Media & Technology Group position as of Q3 2024 after selling out during the quarter.
  • West Oak Capital sold 26 Trump Media & Technology Group shares in Q3 2024, an estimated $852.
  • West Oak Capital first reported a position in Trump Media & Technology Group in Q4 2021 and held it in 10 quarters.
  • West Oak Capital's Trump Media & Technology Group position peaked at $3K in Q1 2022.
  • 263 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q3 2024.

Based on West Oak Capital's 13F filing for Q3 2024, filed 18 Oct 2024.