Kingsview Wealth Management’s Dana Inc DAN Stock Holding History

Kingsview 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
2023 Q4	–	Sell	-137,235	Closed	-$2.01M	–	958
2023 Q3	$2.01M	Buy	+137,235	New	+$2.29M	0.07%	281

Other funds holding DAN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Kingsview Wealth Management's DAN Position: Q4 2023 in Review

Kingsview Wealth Management sold out of Dana Inc (DAN) in Q4 2023, closing a stake of 137,235 shares — an estimated $2.01M sold.

Kingsview Wealth Management first reported a position in DAN in Q3 2023 and held it in 1 quarter. The position peaked at $2.01M in Q3 2023. 253 funds tracked by Wall St. Rank hold DAN as of Q4 2023.

Kingsview Wealth Management reported no remaining Dana Inc position as of Q4 2023 after selling out during the quarter.
Kingsview Wealth Management sold 137,235 Dana Inc shares in Q4 2023, an estimated $2.01M.
Kingsview Wealth Management first reported a position in Dana Inc in Q3 2023 and held it in 1 quarter.
Kingsview Wealth Management's Dana Inc position peaked at $2.01M in Q3 2023.
253 funds tracked by Wall St. Rank held Dana Inc as of Q4 2023.

Based on Kingsview Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.