OPS
DAI

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

ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return
RC
Reik & Co New York $384M AUM 6.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CIA
Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $530M AUM 29.29% 1-Year Est. Return
ECM
Estabrook Capital Management New York $739M AUM 31.19% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return

Orion Portfolio Solutions's DAI Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of DAIMLER AG (DAI) in Q3 2020, closing a stake of 380 shares — an estimated $15K sold.

Orion Portfolio Solutions first reported a position in DAI in Q4 2019 and held it in 3 quarters. The position peaked at $21K in Q4 2019. 11 funds tracked by Wall St. Rank hold DAI as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining DAIMLER AG position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 380 DAIMLER AG shares in Q3 2020, an estimated $15K.
  • Orion Portfolio Solutions first reported a position in DAIMLER AG in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's DAIMLER AG position peaked at $21K in Q4 2019.
  • 11 funds tracked by Wall St. Rank held DAIMLER AG as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.