PWMAI
DQ

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Daqo New Energy DQ Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio DQ Stock Details DQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-180
Closed -$8.43K – 283
2023
Q1 		$8.43K Hold
180
– – 0.01% 221
2022
Q4 		$6.95K Buy
+180
New +$8.81K 0.01% 220

Other funds holding DQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
AIM
Alpine Investment Management Hong Kong $401M AUM 17.09% 1-Year Est. Return
TC
Tairen Capital Hong Kong $924M AUM 105.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s DQ Position: Q2 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Daqo New Energy (DQ) in Q2 2023, closing a stake of 180 shares — an estimated $8.43K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in DQ in Q4 2022 and held it in 2 quarters. The position peaked at $8.43K in Q1 2023. 192 funds tracked by Wall St. Rank hold DQ as of Q2 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Daqo New Energy position as of Q2 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 180 Daqo New Energy shares in Q2 2023, an estimated $8.43K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Daqo New Energy in Q4 2022 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Daqo New Energy position peaked at $8.43K in Q1 2023.
  • 192 funds tracked by Wall St. Rank held Daqo New Energy as of Q2 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2023, filed 7 Aug 2026.