Opal Wealth Advisors’s Dana Inc DAN Stock Holding History

Opal 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
2024 Q3	–	Sell	-1,366	Closed	-$16.6K	–	422
2024 Q2	$16.6K	Buy	+1,366	New	+$17.8K	0.01%	556

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Opal Wealth Advisors's DAN Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Dana Inc (DAN) in Q3 2024, closing a stake of 1,366 shares — an estimated $16.6K sold.

Opal Wealth Advisors first reported a position in DAN in Q2 2024 and held it in 1 quarter. The position peaked at $16.6K in Q2 2024. 271 funds tracked by Wall St. Rank hold DAN as of Q3 2024.

Opal Wealth Advisors reported no remaining Dana Inc position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 1,366 Dana Inc shares in Q3 2024, an estimated $16.6K.
Opal Wealth Advisors first reported a position in Dana Inc in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's Dana Inc position peaked at $16.6K in Q2 2024.
271 funds tracked by Wall St. Rank held Dana Inc as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.