BWA
DCH

Burt Wealth Advisors’s Dauch Corp DCH Stock Holding History

Burt Wealth Advisors’s Portfolio DCH Stock Details DCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-98
Closed -$1K – 112
2020
Q4 		$1K Hold
98
– – ﹤0.01% 362
2020
Q3 		$1K Hold
98
– – ﹤0.01% 369
2020
Q2 		$1K Hold
98
– – ﹤0.01% 364
2020
Q1 		$0 Buy
+98
New +$728 ﹤0.01% 404

Other funds holding DCH

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Burt Wealth Advisors's DCH Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Dauch Corp (DCH) in Q1 2021, closing a stake of 98 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in DCH in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 209 funds tracked by Wall St. Rank hold DCH as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Dauch Corp position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 98 Dauch Corp shares in Q1 2021, an estimated $1K.
  • Burt Wealth Advisors first reported a position in Dauch Corp in Q1 2020 and held it in 4 quarters.
  • Burt Wealth Advisors's Dauch Corp position peaked at $1K in Q4 2020.
  • 209 funds tracked by Wall St. Rank held Dauch Corp as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.