Advisornet Financial’s Dana Inc DAN Stock Holding History

Advisornet Financial’s Portfolio DAN Stock Details DAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-112	Closed	-$1.36K	–	2212
2024 Q2	$1.36K	Buy	+112	New	+$1.46K	﹤0.01%	1725
2024 Q1	–	Sell	-4	Closed	-$58	–	2155
2023 Q4	$58	Sell	4 -43	-91%	-$570	﹤0.01%	2393
2023 Q3	$689	Hold	47	–	–	﹤0.01%	1902
2023 Q2	$799	Hold	47	–	–	﹤0.01%	1936
2023 Q1	$707	Buy	47 +33	+236%	+$540	﹤0.01%	1981
2022 Q4	$212	Buy	+14	New	+$217	﹤0.01%	2207
2020 Q2	–	Sell	-11	Closed	–	–	1796
2020 Q1	$0	Hold	11	–	–	﹤0.01%	1802
2019 Q4	$0	Hold	11	–	–	﹤0.01%	1876
2019 Q3	$0	Hold	11	–	–	﹤0.01%	1866
2019 Q2	$0	Hold	11	–	–	﹤0.01%	1701
2019 Q1	$0	Hold	11	–	–	﹤0.01%	1592
2018 Q4	$0	Hold	11	–	–	﹤0.01%	1480
2018 Q3	$0	Hold	11	–	–	﹤0.01%	1490
2018 Q2	$0	Hold	11	–	–	﹤0.01%	1580
2018 Q1	$0	Hold	11	–	–	﹤0.01%	1412
2017 Q4	$0	Buy	+11	New	+$338	﹤0.01%	1259

Other funds holding DAN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Advisornet Financial's DAN Position: Q3 2024 in Review

Advisornet Financial sold out of Dana Inc (DAN) in Q3 2024, closing a stake of 112 shares — an estimated $1.36K sold.

Advisornet Financial first reported a position in DAN in Q4 2017 and held it in 16 quarters. The position peaked at $1.36K in Q2 2024. 271 funds tracked by Wall St. Rank hold DAN as of Q3 2024.

Advisornet Financial reported no remaining Dana Inc position as of Q3 2024 after selling out during the quarter.
Advisornet Financial sold 112 Dana Inc shares in Q3 2024, an estimated $1.36K.
Advisornet Financial first reported a position in Dana Inc in Q4 2017 and held it in 16 quarters.
Advisornet Financial's Dana Inc position peaked at $1.36K in Q2 2024.
271 funds tracked by Wall St. Rank held Dana Inc as of Q3 2024.

Based on Advisornet Financial's 13F filing for Q3 2024, filed 15 Oct 2024.