CWP
DCH

Concord Wealth Partners’s Dauch Corp DCH Stock Holding History

Concord Wealth Partners’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
2022
Q2 		– Sell
-163
Closed -$1K – 1237
2022
Q1 		$1K Sell
163
-92
-36% -$785 ﹤0.01% 1170
2021
Q4 		$2K Buy
+255
New +$2.44K ﹤0.01% 1099
2021
Q3 		– Sell
-160
Closed -$2K – 914
2021
Q2 		$2K Buy
+160
New +$1.68K ﹤0.01% 865

Other funds holding DCH

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Concord Wealth Partners's DCH Position: Q2 2022 in Review

Concord Wealth Partners sold out of Dauch Corp (DCH) in Q2 2022, closing a stake of 163 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in DCH in Q2 2021 and held it in 3 quarters. The position peaked at $2K in Q4 2021. 208 funds tracked by Wall St. Rank hold DCH as of Q2 2022.

  • Concord Wealth Partners reported no remaining Dauch Corp position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 163 Dauch Corp shares in Q2 2022, an estimated $1K.
  • Concord Wealth Partners first reported a position in Dauch Corp in Q2 2021 and held it in 3 quarters.
  • Concord Wealth Partners's Dauch Corp position peaked at $2K in Q4 2021.
  • 208 funds tracked by Wall St. Rank held Dauch Corp as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.