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Global Wealth Management Investment Advisory’s Dana Inc DAN Stock Holding History

Global Wealth Management Investment Advisory’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
2022
Q3 		– Sell
-20
Closed – – 221
2022
Q2 		$0 Hold
20
– – ﹤0.01% 505
2022
Q1 		$0 Hold
20
– – ﹤0.01% 497
2021
Q4 		$0 Buy
+20
New +$464 ﹤0.01% 461

Other funds holding DAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Global Wealth Management Investment Advisory's DAN Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of Dana Inc (DAN) in Q3 2022, closing a stake of 20 shares.

Global Wealth Management Investment Advisory first reported a position in DAN in Q4 2021 and held it in 3 quarters. The position peaked at $0 in Q2 2022. 258 funds tracked by Wall St. Rank hold DAN as of Q3 2022.

  • Global Wealth Management Investment Advisory reported no remaining Dana Inc position as of Q3 2022 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 20 Dana Inc shares in Q3 2022.
  • Global Wealth Management Investment Advisory first reported a position in Dana Inc in Q4 2021 and held it in 3 quarters.
  • Global Wealth Management Investment Advisory's Dana Inc position peaked at $0 in Q2 2022.
  • 258 funds tracked by Wall St. Rank held Dana Inc as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.