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Patriot Financial Group Insurance Agency’s Dana Inc DAN Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		– Sell
-1,319
Closed -$23K – 2042
2022
Q1 		$23K Buy
1,319
+8
+0.6% +$164 ﹤0.01% 1027
2021
Q4 		$30K Buy
1,311
+1,007
+331% +$23.4K 0.01% 1056
2021
Q3 		$7K Buy
304
+2
+0.7% +$46 ﹤0.01% 1593
2021
Q2 		$7K Buy
302
+1
+0.3% +$26 ﹤0.01% 1548
2021
Q1 		$7K Buy
+301
New +$6.9K ﹤0.01% 1459

Other funds holding DAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DAN Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of Dana Inc (DAN) in Q2 2022, closing a stake of 1,319 shares — an estimated $23K sold.

Patriot Financial Group Insurance Agency first reported a position in DAN in Q1 2021 and held it in 5 quarters. The position peaked at $30K in Q4 2021. 266 funds tracked by Wall St. Rank hold DAN as of Q2 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Dana Inc position as of Q2 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,319 Dana Inc shares in Q2 2022, an estimated $23K.
  • Patriot Financial Group Insurance Agency first reported a position in Dana Inc in Q1 2021 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's Dana Inc position peaked at $30K in Q4 2021.
  • 266 funds tracked by Wall St. Rank held Dana Inc as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.