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Harvest Group Wealth Management’s Dana Inc DAN Stock Holding History

Harvest Group Wealth Management’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
2021
Q1 		– Sell
-79
Closed -$2K – 193
2020
Q4 		$2K Hold
79
– – ﹤0.01% 348
2020
Q3 		$1K Hold
79
– – ﹤0.01% 438
2020
Q2 		$0 Buy
+79
New +$859 ﹤0.01% 556
2019
Q3 		– Sell
-151
Closed -$3K – 1034
2019
Q2 		$3K Hold
151
– – ﹤0.01% 438
2019
Q1 		$3K Buy
+151
New +$2.68K ﹤0.01% 482

Other funds holding DAN

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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Icahn Carl
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Harvest Group Wealth Management's DAN Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Dana Inc (DAN) in Q1 2021, closing a stake of 79 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in DAN in Q1 2019 and held it in 5 quarters. The position peaked at $3K in Q2 2019. 278 funds tracked by Wall St. Rank hold DAN as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Dana Inc position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 79 Dana Inc shares in Q1 2021, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Dana Inc in Q1 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's Dana Inc position peaked at $3K in Q2 2019.
  • 278 funds tracked by Wall St. Rank held Dana Inc as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.