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Ratio Wealth Group Historic Quarter Change: USA Stocks, Added

Ratio Wealth Group historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 1 quarter from 2023-12-31 to 2024-03-31, Ratio Wealth Group opened 3 positions, added to 4, reduced 7 and sold out of 1.

  • Q1 2024: Stock NVDA; Country of operation United States; Class COM; Shares before 1,863.
  • Q1 2024: Stock AMZN; Country of operation United States; Class COM; Shares before 4,173.
  • Q1 2024: Stock GOOG; Country of operation United States; Class CAP STK CL C; Shares before 2,960.
  • Q1 2024: Stock DHT; Country of operation —; Class SHS NEW; Shares before 11,941.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1971024), 1 quarter: Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2024NVDA
NVIDIA CORPORATION
United StatesCOM1,8632,021+158$922,411$1,825,759+$903,3482024-05-13
Q1 2024AMZN
AMAZON COM INC
United StatesCOM4,1734,419+246$634,046$797,099+$163,0532024-05-13
Q1 2024GOOG
ALPHABET INC
United StatesCAP STK CL C2,9602,970+10$417,167$452,227+$35,0602024-05-13
Q1 2024DHT
DHT HOLDINGS INC
SHS NEW11,94112,183+242$117,138$140,107+$22,9692024-05-13

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