AF
DQ

Allworth Financial’s Daqo New Energy DQ Stock Holding History

Allworth Financial’s Portfolio DQ Stock Details DQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.5K Buy
587
+86
+17% +$2.1K ﹤0.01% 3351
2025
Q4 		$14.8K Buy
501
+36
+8% +$1.1K ﹤0.01% 3002
2025
Q3 		$13.1K Hold
465
– – ﹤0.01% 2975
2025
Q2 		$7.05K Hold
465
– – ﹤0.01% 3072
2025
Q1 		$6.73K Hold
465
– – ﹤0.01% 2611
2024
Q4 		$8.13K Hold
465
– – ﹤0.01% 2533
2024
Q3 		$9.47K Hold
465
– – ﹤0.01% 2284
2024
Q2 		$7.48K Sell
465
-10
-2% -$211 ﹤0.01% 2348
2024
Q1 		$13.4K Sell
475
-115
-19% -$2.57K ﹤0.01% 1984
2023
Q4 		$15.7K Buy
590
+92
+18% +$2.35K ﹤0.01% 1775
2023
Q3 		$15.1K Buy
498
+16
+3% +$571 ﹤0.01% 1688
2023
Q2 		$19.1K Buy
482
+17
+4% +$709 ﹤0.01% 1567
2023
Q1 		$21.8K Hold
465
– – ﹤0.01% 1406
2022
Q4 		$18K Sell
465
-26
-5% -$1.27K ﹤0.01% 1415
2022
Q3 		$26K Buy
491
+10
+2% +$638 ﹤0.01% 1194
2022
Q2 		$34K Buy
481
+16
+3% +$794 ﹤0.01% 1034
2022
Q1 		$19K Hold
465
– – ﹤0.01% 1278
2021
Q4 		$19K Hold
465
– – ﹤0.01% 1141
2021
Q3 		$27K Hold
465
– – ﹤0.01% 928
2021
Q2 		$30K Hold
465
– – ﹤0.01% 745
2021
Q1 		$35K Buy
+465
New +$42.6K ﹤0.01% 649
2018
Q3 		– Sell
-250
Closed -$2K – 907
2018
Q2 		$2K Buy
+250
New +$2.53K ﹤0.01% 784

Other funds holding DQ

CGIC
Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Allworth Financial's DQ Position: Q1 2026 in Review

Allworth Financial increased its Daqo New Energy (DQ) stake by 17% in Q1 2026, buying an estimated $2.1K and bringing the position to 587 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3351.

Allworth Financial first reported a position in DQ in Q2 2018 and has held it in 22 quarters since. The position peaked at $35K in Q1 2021. 123 funds tracked by Wall St. Rank hold DQ as of Q1 2026.

  • Allworth Financial held 587 shares of Daqo New Energy worth $12.5K as of Q1 2026.
  • Allworth Financial bought 86 Daqo New Energy shares in Q1 2026, an estimated $2.1K.
  • Daqo New Energy made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3351 holding.
  • Allworth Financial first reported a position in Daqo New Energy in Q2 2018 and has held it in 22 quarters since.
  • Allworth Financial's Daqo New Energy position peaked at $35K in Q1 2021.
  • 123 funds tracked by Wall St. Rank held Daqo New Energy as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.