WWP
DM

WR Wealth Planners’s Desktop Metal, Inc. DM Stock Holding History

WR Wealth Planners’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
2024
Q3 		– Sell
-1,510
Closed -$6.24K – 1216
2024
Q2 		$6.24K Hold
1,510
– – ﹤0.01% 678
2024
Q1 		$13.3K Hold
1,510
– – ﹤0.01% 537
2023
Q4 		$11.3K Sell
1,510
-500
-25% -$4.53K ﹤0.01% 183
2023
Q3 		$29.3K Hold
2,010
– – 0.01% 381
2023
Q2 		$35.6K Hold
2,010
– – 0.01% 362
2023
Q1 		$46.2K Buy
+2,010
New +$37.9K 0.02% 328

Other funds holding DM

NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WR Wealth Planners's DM Position: Q3 2024 in Review

WR Wealth Planners sold out of Desktop Metal, Inc. (DM) in Q3 2024, closing a stake of 1,510 shares — an estimated $6.24K sold.

WR Wealth Planners first reported a position in DM in Q1 2023 and held it in 6 quarters. The position peaked at $46.2K in Q1 2023. 91 funds tracked by Wall St. Rank hold DM as of Q3 2024.

  • WR Wealth Planners reported no remaining Desktop Metal, Inc. position as of Q3 2024 after selling out during the quarter.
  • WR Wealth Planners sold 1,510 Desktop Metal, Inc. shares in Q3 2024, an estimated $6.24K.
  • WR Wealth Planners first reported a position in Desktop Metal, Inc. in Q1 2023 and held it in 6 quarters.
  • WR Wealth Planners's Desktop Metal, Inc. position peaked at $46.2K in Q1 2023.
  • 91 funds tracked by Wall St. Rank held Desktop Metal, Inc. as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.