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Marshall Financial Group (Maryland)’s Daqo New Energy DQ Stock Holding History

Marshall Financial Group (Maryland)’s Portfolio DQ Stock Details DQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8,222
Closed -$385K – 178
2023
Q1 		$385K Sell
8,222
-18,159
-69% -$834K 0.14% 137
2022
Q4 		$1.02M Buy
+26,381
New +$1.29M 0.4% 84

Other funds holding DQ

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
AIM
Alpine Investment Management Hong Kong $411M AUM 21.33% 1-Year Est. Return
TC
Tairen Capital Hong Kong $1.13B AUM 188.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Marshall Financial Group (Maryland)'s DQ Position: Q2 2023 in Review

Marshall Financial Group (Maryland) sold out of Daqo New Energy (DQ) in Q2 2023, closing a stake of 8,222 shares — an estimated $385K sold.

Marshall Financial Group (Maryland) first reported a position in DQ in Q4 2022 and held it in 2 quarters. The position peaked at $1.02M in Q4 2022. 191 funds tracked by Wall St. Rank hold DQ as of Q2 2023.

  • Marshall Financial Group (Maryland) reported no remaining Daqo New Energy position as of Q2 2023 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 8,222 Daqo New Energy shares in Q2 2023, an estimated $385K.
  • Marshall Financial Group (Maryland) first reported a position in Daqo New Energy in Q4 2022 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s Daqo New Energy position peaked at $1.02M in Q4 2022.
  • 191 funds tracked by Wall St. Rank held Daqo New Energy as of Q2 2023.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2023, filed 17 Jul 2023.