CAAS
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Capital Asset Advisory Services’s Dana Inc DAN Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-711
Closed -$14K – 851
2020
Q4 		$14K Buy
+711
New +$11.9K ﹤0.01% 979

Other funds holding DAN

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Capital Asset Advisory Services's DAN Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Dana Inc (DAN) in Q1 2021, closing a stake of 711 shares — an estimated $14K sold.

Capital Asset Advisory Services first reported a position in DAN in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 278 funds tracked by Wall St. Rank hold DAN as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Dana Inc position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 711 Dana Inc shares in Q1 2021, an estimated $14K.
  • Capital Asset Advisory Services first reported a position in Dana Inc in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Dana Inc position peaked at $14K in Q4 2020.
  • 278 funds tracked by Wall St. Rank held Dana Inc as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.