JFS Wealth Advisors’s Dana Inc DAN Stock Holding History

JFS Wealth Advisors’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
2026 Q2	$6.23K	Buy	229 +19	+9%	+$649	﹤0.01%	1198
2026 Q1	$7.07K	Buy	210 +6	+3%	+$188	﹤0.01%	1079
2025 Q4	$4.85K	Buy	204 +61	+43%	+$1.29K	﹤0.01%	1249
2025 Q3	$2.87K	Sell	143 -5	-3%	-$93	﹤0.01%	1328
2025 Q2	$2.54K	Buy	148 +27	+22%	+$403	﹤0.01%	1331
2025 Q1	$1.61K	Buy	121 +118	+3,933%	+$1.7K	﹤0.01%	1535
2024 Q4	$35	Sell	3 -100	-97%	-$1.04K	﹤0.01%	1918
2024 Q3	$1.09K	Buy	103 +3	+3%	+$33	﹤0.01%	1676
2024 Q2	$1.21K	Hold	100	–	–	﹤0.01%	1623
2024 Q1	$1.27K	Buy	100 +3	+3%	+$39	﹤0.01%	1594
2023 Q4	$1.42K	Sell	97 -35	-27%	-$464	﹤0.01%	1550
2023 Q3	$1.94K	Buy	132 +28	+27%	+$467	﹤0.01%	1372
2023 Q2	$1.77K	Buy	104 +33	+46%	+$482	﹤0.01%	1427
2023 Q1	$1.07K	Sell	71 -29	-29%	-$475	﹤0.01%	1568
2022 Q4	$1.51K	Buy	100 +37	+59%	+$574	﹤0.01%	1475
2022 Q3	$1K	Sell	63 -134	-68%	-$2.03K	﹤0.01%	1526
2022 Q2	$3K	Buy	197 +126	+177%	+$1.95K	﹤0.01%	1167
2022 Q1	$1K	Buy	71 +26	+58%	+$532	﹤0.01%	1618
2021 Q4	$1K	Buy	+45	New	+$1.04K	﹤0.01%	1321

Other funds holding DAN

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return