Danda Trouve Investment Management, Inc. has filed its 13F form on October 14, 2022 for Q3 2022 where it was disclosed a total value porftolio of $54.1 Million distributed in 125 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $5.32M, Sprott Physical Gold Trust with a value of $5.22M, Invesco ETF Tr Ii S&P 500 Low with a value of $4.9M, Spdr Gold Trust with a value of $4.25M, and Ishares Global Healthcare ETF with a value of $3.73M.

Examining the 13F form we can see an decrease of $10.9M in the current position value, from $65M to 54.1M.

Below you can find more details about Danda Trouve Investment Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $54.1 Million
ETFs: $40.7 Million
Financial Services: $11 Million
Technology: $715,000
Energy: $518,000
Healthcare: $429,000
Consumer Defensive: $217,000
Industrials: $116,000
Basic Materials: $68,000
Other: $44,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $54.1 Million
  • Prior Value $65 Million
  • Filing
  • Period Q3 2022
  • Filing Date October 14, 2022
  • Form Type 13F-HR
  • Activity in Q3 2022
  • New Purchases 28 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
Track This Portfolio

Track Danda Trouve Investment Management, Inc. Portfolio

Follow Danda Trouve Investment Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Danda Trouve Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Danda Trouve Investment Management, Inc. with notifications on news.