IA
DAI

IFP Advisors’s DAIMLER AG DAI Stock Holding History

IFP Advisors’s Portfolio DAI Stock Details DAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-53
Closed -$5K – 4661
2021
Q4 		$5K Hold
53
– – ﹤0.01% 2534
2021
Q3 		$5K Sell
53
-90
-63% -$8.49K ﹤0.01% 2596
2021
Q2 		$12K Buy
143
+40
+39% +$3.36K ﹤0.01% 2163
2021
Q1 		$8K Buy
103
+20
+24% +$1.55K ﹤0.01% 2250
2020
Q4 		$6K Hold
83
– – ﹤0.01% 2287
2020
Q3 		$5K Hold
83
– – ﹤0.01% 2224
2020
Q2 		$3K Sell
83
-2,450
-97% -$88.6K ﹤0.01% 2324
2020
Q1 		$82K Buy
2,533
+200
+9% +$6.47K 0.01% 920
2019
Q4 		$130K Sell
2,333
-222
-9% -$12.4K 0.01% 819
2019
Q3 		$126K Buy
+2,555
New +$126K 0.01% 948

Other funds holding DAI

YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RC
Reik & Co New York $384M AUM 6.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
CAM
Carret Asset Management New York $1.14B AUM 35.33% 1-Year Est. Return
SC
Sierra Capital Miami, Florida $1.03B AUM 10.79% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
CIA
Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return
ECM
Estabrook Capital Management New York $739M AUM 31.19% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

IFP Advisors's DAI Position: Q1 2022 in Review

IFP Advisors sold out of DAIMLER AG (DAI) in Q1 2022, closing a stake of 53 shares — an estimated $5K sold.

IFP Advisors first reported a position in DAI in Q3 2019 and held it in 10 quarters. The position peaked at $130K in Q4 2019. 10 funds tracked by Wall St. Rank hold DAI as of Q1 2022.

  • IFP Advisors reported no remaining DAIMLER AG position as of Q1 2022 after selling out during the quarter.
  • IFP Advisors sold 53 DAIMLER AG shares in Q1 2022, an estimated $5K.
  • IFP Advisors first reported a position in DAIMLER AG in Q3 2019 and held it in 10 quarters.
  • IFP Advisors's DAIMLER AG position peaked at $130K in Q4 2019.
  • 10 funds tracked by Wall St. Rank held DAIMLER AG as of Q1 2022.

Based on IFP Advisors's 13F filing for Q1 2022, filed 8 Aug 2022.