WA
DM

Whipplewood Advisors’s Desktop Metal, Inc. DM Stock Holding History

Whipplewood Advisors’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
2025
Q3 		– Sell
-64
Closed -$317 – 1209
2025
Q2 		$317 Buy
64
+47
+276% +$233 ﹤0.01% 1150
2025
Q1 		$314 Sell
17
-47
-73% -$122 ﹤0.01% 1169
2024
Q4 		$150 Buy
+64
New +$271 ﹤0.01% 1171

Other funds holding DM

PCC
Park Circle Company Baltimore, Maryland $117M AUM 23.78% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Whipplewood Advisors's DM Position: Q3 2025 in Review

Whipplewood Advisors sold out of Desktop Metal, Inc. (DM) in Q3 2025, closing a stake of 64 shares — an estimated $317 sold.

Whipplewood Advisors first reported a position in DM in Q4 2024 and held it in 3 quarters. The position peaked at $317 in Q2 2025. 5 funds tracked by Wall St. Rank hold DM as of Q3 2025.

  • Whipplewood Advisors reported no remaining Desktop Metal, Inc. position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 64 Desktop Metal, Inc. shares in Q3 2025, an estimated $317.
  • Whipplewood Advisors first reported a position in Desktop Metal, Inc. in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's Desktop Metal, Inc. position peaked at $317 in Q2 2025.
  • 5 funds tracked by Wall St. Rank held Desktop Metal, Inc. as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.