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Lenox Wealth Advisors’s Dana Inc DAN Stock Holding History

Lenox 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
2022
Q1 		– Sell
-42
Closed -$1K – 816
2021
Q4 		$1K Buy
+42
New +$975 ﹤0.01% 822
2020
Q2 		– Sell
-99
Closed -$1K – 631
2020
Q1 		$1K Hold
99
– – ﹤0.01% 668
2019
Q4 		$2K Hold
99
– – ﹤0.01% 589
2019
Q3 		$1K Buy
+99
New +$1.54K ﹤0.01% 565

Other funds holding DAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Lenox Wealth Advisors's DAN Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Dana Inc (DAN) in Q1 2022, closing a stake of 42 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in DAN in Q3 2019 and held it in 4 quarters. The position peaked at $2K in Q4 2019. 278 funds tracked by Wall St. Rank hold DAN as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining Dana Inc position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 42 Dana Inc shares in Q1 2022, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Dana Inc in Q3 2019 and held it in 4 quarters.
  • Lenox Wealth Advisors's Dana Inc position peaked at $2K in Q4 2019.
  • 278 funds tracked by Wall St. Rank held Dana Inc as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.