BDO Wealth Advisors’s Dana Inc DAN Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$4.25K	Hold	250	–	–	﹤0.01%	786
2023 Q1	$3.76K	Sell	250 -19	-7%	-$311	﹤0.01%	834
2022 Q4	$4.07K	Hold	269	–	–	﹤0.01%	792
2022 Q3	$3K	Hold	269	–	–	﹤0.01%	871
2022 Q2	$4K	Hold	269	–	–	﹤0.01%	806
2022 Q1	$5K	Hold	269	–	–	﹤0.01%	811
2021 Q4	$6K	Buy	269 +19	+8%	+$441	﹤0.01%	792
2021 Q3	$6K	Hold	250	–	–	﹤0.01%	796
2021 Q2	$6K	Hold	250	–	–	﹤0.01%	833
2021 Q1	$6K	Hold	250	–	–	﹤0.01%	811
2020 Q4	$5K	Hold	250	–	–	﹤0.01%	632
2020 Q3	$3K	Hold	250	–	–	﹤0.01%	617
2020 Q2	$3K	Buy	+250	New	+$2.72K	﹤0.01%	591

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

BDO Wealth Advisors's DAN Position: Q2 2023 in Review

BDO Wealth Advisors held its Dana Inc (DAN) position steady in Q2 2023 at 250 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

BDO Wealth Advisors first reported a position in DAN in Q2 2020 and has held it in 13 quarters since. The position peaked at $6K in Q4 2021. 263 funds tracked by Wall St. Rank hold DAN as of Q2 2023.

BDO Wealth Advisors held 250 shares of Dana Inc worth $4.25K as of Q2 2023.
BDO Wealth Advisors left its Dana Inc share count unchanged in Q2 2023.
Dana Inc made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #786 holding.
BDO Wealth Advisors first reported a position in Dana Inc in Q2 2020 and has held it in 13 quarters since.
BDO Wealth Advisors's Dana Inc position peaked at $6K in Q4 2021.
263 funds tracked by Wall St. Rank held Dana Inc as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.