Patriot Financial Group Insurance Agency’s Dauch Corp DCH Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio DCH Stock Details DCH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-396	Closed	-$3K	–	526
2022 Q2	$3K	Sell	396 -59	-13%	-$444	﹤0.01%	1605
2022 Q1	$4K	Sell	455 -4	-0.9%	-$34	﹤0.01%	1662
2021 Q4	$4K	Hold	459	–	–	﹤0.01%	1754
2021 Q3	$4K	Buy	459 +59	+15%	+$541	﹤0.01%	1745
2021 Q2	$4K	Hold	400	–	–	﹤0.01%	1693
2021 Q1	$4K	Hold	400	–	–	﹤0.01%	1598
2020 Q4	$3K	Hold	400	–	–	﹤0.01%	1539
2020 Q3	$2K	Hold	400	–	–	﹤0.01%	1430
2020 Q2	$3K	Buy	400 +38	+10%	+$219	﹤0.01%	1288
2020 Q1	$1K	Buy	+362	New	+$2.69K	﹤0.01%	1391

Other funds holding DCH

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DCH Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Dauch Corp (DCH) in Q3 2022, closing a stake of 396 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in DCH in Q1 2020 and held it in 10 quarters. The position peaked at $4K in Q1 2022. 214 funds tracked by Wall St. Rank hold DCH as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Dauch Corp position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 396 Dauch Corp shares in Q3 2022, an estimated $3K.
Patriot Financial Group Insurance Agency first reported a position in Dauch Corp in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Dauch Corp position peaked at $4K in Q1 2022.
214 funds tracked by Wall St. Rank held Dauch Corp as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.