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Windsor Advisory Group’s Ginkgo Bioworks DNA Stock Holding History

Windsor Advisory Group’s Portfolio DNA Stock Details DNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-250
Closed -$16.9K – 51
2023
Q4 		$16.9K Buy
+250
New +$15.3K 0.05% 50

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BlackRock
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ACG
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NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Windsor Advisory Group's DNA Position: Q1 2024 in Review

Windsor Advisory Group sold out of Ginkgo Bioworks (DNA) in Q1 2024, closing a stake of 250 shares — an estimated $16.9K sold.

Windsor Advisory Group first reported a position in DNA in Q4 2023 and held it in 1 quarter. The position peaked at $16.9K in Q4 2023. 342 funds tracked by Wall St. Rank hold DNA as of Q1 2024.

  • Windsor Advisory Group reported no remaining Ginkgo Bioworks position as of Q1 2024 after selling out during the quarter.
  • Windsor Advisory Group sold 250 Ginkgo Bioworks shares in Q1 2024, an estimated $16.9K.
  • Windsor Advisory Group first reported a position in Ginkgo Bioworks in Q4 2023 and held it in 1 quarter.
  • Windsor Advisory Group's Ginkgo Bioworks position peaked at $16.9K in Q4 2023.
  • 342 funds tracked by Wall St. Rank held Ginkgo Bioworks as of Q1 2024.

Based on Windsor Advisory Group's 13F filing for Q1 2024, filed 9 May 2024.