CWC
DCH

Carolinas Wealth Consulting’s Dauch Corp DCH Stock Holding History

Carolinas Wealth Consulting’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
2023
Q3 		– Sell
-58
Closed -$477 – 1024
2023
Q2 		$477 Buy
58
+5
+9% +$37 ﹤0.01% 996
2023
Q1 		$414 Hold
53
– – ﹤0.01% 1013
2022
Q4 		$414 Buy
+53
New +$475 ﹤0.01% 1027

Other funds holding DCH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carolinas Wealth Consulting's DCH Position: Q3 2023 in Review

Carolinas Wealth Consulting sold out of Dauch Corp (DCH) in Q3 2023, closing a stake of 58 shares — an estimated $477 sold.

Carolinas Wealth Consulting first reported a position in DCH in Q4 2022 and held it in 3 quarters. The position peaked at $477 in Q2 2023. 210 funds tracked by Wall St. Rank hold DCH as of Q3 2023.

  • Carolinas Wealth Consulting reported no remaining Dauch Corp position as of Q3 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 58 Dauch Corp shares in Q3 2023, an estimated $477.
  • Carolinas Wealth Consulting first reported a position in Dauch Corp in Q4 2022 and held it in 3 quarters.
  • Carolinas Wealth Consulting's Dauch Corp position peaked at $477 in Q2 2023.
  • 210 funds tracked by Wall St. Rank held Dauch Corp as of Q3 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2023, filed 14 Nov 2023.