Cascade Investment Advisors’s DAIMLER AG DAI Stock Holding History

Cascade Investment Advisors’s Portfolio DAI Stock Details DAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-650	Closed	-$45.6K	–	254
2022 Q1	$45.6K	Hold	650	–	–	0.03%	168
2021 Q4	$50.1K	Hold	650	–	–	0.03%	164
2021 Q3	$58K	Hold	650	–	–	0.04%	154
2021 Q2	$58.4K	Hold	650	–	–	0.04%	151
2021 Q1	$58.2K	Hold	650	–	–	0.04%	152
2020 Q4	$45.7K	Hold	650	–	–	0.03%	168
2020 Q3	$34.9K	Hold	650	–	–	0.03%	169
2020 Q2	$26.5K	Hold	650	–	–	0.03%	172
2020 Q1	$19.4K	Hold	650	–	–	0.02%	176
2019 Q4	$35.4K	Sell	650 -650	-50%	-$35.4K	0.03%	169
2019 Q3	$64.6K	Buy	1,300 +650	+100%	+$32.3K	0.05%	135
2019 Q2	$36.2K	Hold	650	–	–	0.03%	155
2019 Q1	$38.1K	Hold	650	–	–	0.03%	145
2018 Q4	$34.3K	Hold	650	–	–	0.03%	141
2018 Q3	$41K	Hold	650	–	–	0.03%	138
2018 Q2	$41.7K	Sell	650 -650	-50%	-$41.7K	0.04%	134
2018 Q1	$110K	Buy	1,300 +650	+100%	+$55.1K	0.09%	108
2017 Q4	$55K	Hold	650	–	–	0.04%	125
2017 Q3	$51.8K	Hold	650	–	–	0.04%	123
2017 Q2	$47.1K	Hold	650	–	–	0.04%	125
2017 Q1	$48.1K	Sell	650 -650	-50%	-$48.1K	0.04%	115
2016 Q4	$96.4K	Buy	+1,300	New	+$96.4K	0.08%	97

Other funds holding DAI

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Reik & Co New York $363M AUM 3.03% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Sierra Capital Miami, Florida $918M AUM 8.25% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

ECM

Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

Cascade Investment Advisors's DAI Position: Q2 2022 in Review

Cascade Investment Advisors sold out of DAIMLER AG (DAI) in Q2 2022, closing a stake of 650 shares — an estimated $45.6K sold.

Cascade Investment Advisors first reported a position in DAI in Q4 2016 and held it in 22 quarters. The position peaked at $110K in Q1 2018. 9 funds tracked by Wall St. Rank hold DAI as of Q2 2022.

Cascade Investment Advisors reported no remaining DAIMLER AG position as of Q2 2022 after selling out during the quarter.
Cascade Investment Advisors sold 650 DAIMLER AG shares in Q2 2022, an estimated $45.6K.
Cascade Investment Advisors first reported a position in DAIMLER AG in Q4 2016 and held it in 22 quarters.
Cascade Investment Advisors's DAIMLER AG position peaked at $110K in Q1 2018.
9 funds tracked by Wall St. Rank held DAIMLER AG as of Q2 2022.

Based on Cascade Investment Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.