Orion Portfolio Solutions’s DAIMLER AG DAI Stock Holding History

Orion Portfolio Solutions’s Portfolio DAI Stock Details DAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-380	Closed	-$15K	–	2404
2020 Q2	$15K	Sell	380 -42	-10%	-$1.66K	﹤0.01%	1062
2020 Q1	$13K	Buy	422 +42	+11%	+$1.29K	﹤0.01%	988
2019 Q4	$21K	Buy	+380	New	+$21K	﹤0.01%	764

Other funds holding DAI

American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return

Reik & Co New York $363M AUM 3.03% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Cascade Investment Advisors Oregon City, Oregon $169M AUM 24.71% 1-Year Est. Return

Old Second National Bank of Aurora Aurora, Illinois $484M AUM 26.33% 1-Year Est. Return

Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return