PFGIA
DQ

Patriot Financial Group Insurance Agency’s Daqo New Energy DQ Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio DQ Stock Details DQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-64
Closed -$5K – 802
2022
Q2 		$5K Hold
64
– – ﹤0.01% 1470
2022
Q1 		$3K Buy
64
+15
+31% +$631 ﹤0.01% 1757
2021
Q4 		$2K Buy
49
+1
+2% +$58 ﹤0.01% 1924
2021
Q3 		$3K Hold
48
– – ﹤0.01% 1827
2021
Q2 		$3K Hold
48
– – ﹤0.01% 1771
2021
Q1 		$4K Hold
48
– – ﹤0.01% 1605
2020
Q4 		$3K Buy
+48
New +$2.09K ﹤0.01% 1547

Other funds holding DQ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TC
Tairen Capital Hong Kong $924M AUM 105.21% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of Daqo New Energy (DQ) in Q3 2022, closing a stake of 64 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in DQ in Q4 2020 and held it in 7 quarters. The position peaked at $5K in Q2 2022. 220 funds tracked by Wall St. Rank hold DQ as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Daqo New Energy position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 64 Daqo New Energy shares in Q3 2022, an estimated $5K.
  • Patriot Financial Group Insurance Agency first reported a position in Daqo New Energy in Q4 2020 and held it in 7 quarters.
  • Patriot Financial Group Insurance Agency's Daqo New Energy position peaked at $5K in Q2 2022.
  • 220 funds tracked by Wall St. Rank held Daqo New Energy as of Q3 2022.

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