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Avantax Planning Partners’s Dana Inc DAN Stock Holding History

Avantax Planning Partners’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
2020
Q3 		– Sell
-10,000
Closed -$122K – 298
2020
Q2 		$122K Buy
+10,000
New +$109K 0.01% 274
2018
Q4 		– Sell
-7,008
Closed -$131K – 485
2018
Q3 		$131K Buy
+7,008
New +$141K 0.01% 291
2018
Q2 		– Sell
-8,008
Closed -$206K – 512
2018
Q1 		$206K Sell
8,008
-2,000
-20% -$59.2K 0.02% 288
2017
Q4 		$320K Hold
10,008
– – 0.03% 222
2017
Q3 		$280K Sell
10,008
-8
-0.1% -$194 0.02% 286
2017
Q2 		$224K Hold
10,016
– – 0.02% 311
2017
Q1 		$193K Hold
10,016
– – 0.02% 315
2016
Q4 		$190K Buy
+10,016
New +$168K 0.02% 301

Other funds holding DAN

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Avantax Planning Partners's DAN Position: Q3 2020 in Review

Avantax Planning Partners sold out of Dana Inc (DAN) in Q3 2020, closing a stake of 10,000 shares — an estimated $122K sold.

Avantax Planning Partners first reported a position in DAN in Q4 2016 and held it in 8 quarters. The position peaked at $320K in Q4 2017. 242 funds tracked by Wall St. Rank hold DAN as of Q3 2020.

  • Avantax Planning Partners reported no remaining Dana Inc position as of Q3 2020 after selling out during the quarter.
  • Avantax Planning Partners sold 10,000 Dana Inc shares in Q3 2020, an estimated $122K.
  • Avantax Planning Partners first reported a position in Dana Inc in Q4 2016 and held it in 8 quarters.
  • Avantax Planning Partners's Dana Inc position peaked at $320K in Q4 2017.
  • 242 funds tracked by Wall St. Rank held Dana Inc as of Q3 2020.

Based on Avantax Planning Partners's 13F filing for Q3 2020, filed 28 Oct 2020.