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Wetzel Investment Advisors’s Douglas Emmett DEI Stock Holding History

Wetzel Investment Advisors’s Portfolio DEI Stock Details DEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-19
Closed -$264 – 295
2024
Q2 		$264 Buy
+19
New +$258 ﹤0.01% 907

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BAMCO Inc
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FPA
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wetzel Investment Advisors's DEI Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Douglas Emmett (DEI) in Q3 2024, closing a stake of 19 shares — an estimated $264 sold.

Wetzel Investment Advisors first reported a position in DEI in Q2 2024 and held it in 1 quarter. The position peaked at $264 in Q2 2024. 267 funds tracked by Wall St. Rank hold DEI as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Douglas Emmett position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 19 Douglas Emmett shares in Q3 2024, an estimated $264.
  • Wetzel Investment Advisors first reported a position in Douglas Emmett in Q2 2024 and held it in 1 quarter.
  • Wetzel Investment Advisors's Douglas Emmett position peaked at $264 in Q2 2024.
  • 267 funds tracked by Wall St. Rank held Douglas Emmett as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.