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Concord Wealth Partners’s Dana Inc DAN Stock Holding History

Concord Wealth Partners’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
2025
Q1 		– Sell
-55
Closed -$636 – 847
2024
Q4 		$636 Hold
55
– – ﹤0.01% 842
2024
Q3 		$581 Buy
+55
New +$606 ﹤0.01% 886
2022
Q2 		– Sell
-51
Closed -$1K – 1261
2022
Q1 		$1K Hold
51
– – ﹤0.01% 1186
2021
Q4 		$1K Buy
+51
New +$1.18K ﹤0.01% 1206
2021
Q3 		– Sell
-41
Closed -$1K – 935
2021
Q2 		$1K Buy
+41
New +$1.06K ﹤0.01% 955
2021
Q1 		– Sell
-34
Closed -$1K – 1011
2020
Q4 		$1K Buy
+34
New +$569 ﹤0.01% 612

Other funds holding DAN

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
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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Concord Wealth Partners's DAN Position: Q1 2025 in Review

Concord Wealth Partners sold out of Dana Inc (DAN) in Q1 2025, closing a stake of 55 shares — an estimated $636 sold.

Concord Wealth Partners first reported a position in DAN in Q4 2020 and held it in 6 quarters. The position peaked at $1K in Q1 2022. 280 funds tracked by Wall St. Rank hold DAN as of Q1 2025.

  • Concord Wealth Partners reported no remaining Dana Inc position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 55 Dana Inc shares in Q1 2025, an estimated $636.
  • Concord Wealth Partners first reported a position in Dana Inc in Q4 2020 and held it in 6 quarters.
  • Concord Wealth Partners's Dana Inc position peaked at $1K in Q1 2022.
  • 280 funds tracked by Wall St. Rank held Dana Inc as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.