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Xcel Wealth Management’s Domino's DPZ Stock Holding History

Xcel Wealth Management’s Portfolio DPZ Stock Details DPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-717
Closed -$210K – 78
2019
Q4 		$210K Sell
717
-233
-25% -$64.2K 0.17% 69
2019
Q3 		$232K Sell
950
-2,190
-70% -$542K 0.21% 67
2019
Q2 		$873K Buy
3,140
+50
+2% +$13.7K 0.86% 36
2019
Q1 		$797K Buy
+3,090
New +$803K 0.82% 35

Other funds holding DPZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Xcel Wealth Management's DPZ Position: Q1 2020 in Review

Xcel Wealth Management sold out of Domino's (DPZ) in Q1 2020, closing a stake of 717 shares — an estimated $210K sold.

Xcel Wealth Management first reported a position in DPZ in Q1 2019 and held it in 4 quarters. The position peaked at $873K in Q2 2019. 518 funds tracked by Wall St. Rank hold DPZ as of Q1 2020.

  • Xcel Wealth Management reported no remaining Domino's position as of Q1 2020 after selling out during the quarter.
  • Xcel Wealth Management sold 717 Domino's shares in Q1 2020, an estimated $210K.
  • Xcel Wealth Management first reported a position in Domino's in Q1 2019 and held it in 4 quarters.
  • Xcel Wealth Management's Domino's position peaked at $873K in Q2 2019.
  • 518 funds tracked by Wall St. Rank held Domino's as of Q1 2020.

Based on Xcel Wealth Management's 13F filing for Q1 2020, filed 7 Apr 2020.