CSWM
DAI

Cassady Schiller Wealth Management’s DAIMLER AG DAI Stock Holding History

Cassady Schiller Wealth Management’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
2023
Q2 		– Sell
-6
Closed -$461 – 501
2023
Q1 		$461 Hold
6
– – ﹤0.01% 434
2022
Q4 		$392 Buy
+6
New +$392 ﹤0.01% 455

Other funds holding DAI

YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RC
Reik & Co New York $384M AUM 6.08% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
ECM
Estabrook Capital Management New York $739M AUM 31.19% 1-Year Est. Return
SF
Safeguard Financial Minocqua, Wisconsin $456M AUM 6.35% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Cassady Schiller Wealth Management's DAI Position: Q2 2023 in Review

Cassady Schiller Wealth Management sold out of DAIMLER AG (DAI) in Q2 2023, closing a stake of 6 shares — an estimated $461 sold.

Cassady Schiller Wealth Management first reported a position in DAI in Q4 2022 and held it in 2 quarters. The position peaked at $461 in Q1 2023. 8 funds tracked by Wall St. Rank hold DAI as of Q2 2023.

  • Cassady Schiller Wealth Management reported no remaining DAIMLER AG position as of Q2 2023 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 6 DAIMLER AG shares in Q2 2023, an estimated $461.
  • Cassady Schiller Wealth Management first reported a position in DAIMLER AG in Q4 2022 and held it in 2 quarters.
  • Cassady Schiller Wealth Management's DAIMLER AG position peaked at $461 in Q1 2023.
  • 8 funds tracked by Wall St. Rank held DAIMLER AG as of Q2 2023.

Based on Cassady Schiller Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.