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 $8.52B AUM 27.87% 1-Year Est. Return
RC
Reik & Co New York $363M AUM 3.03% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
CAM
Carret Asset Management New York $1.02B AUM 26.95% 1-Year Est. Return
SC
Sierra Capital Miami, Florida $918M AUM 8.25% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
CIA
Cascade Investment Advisors Oregon City, Oregon $169M AUM 24.71% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 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 $677M AUM 27.58% 1-Year Est. Return