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Planned Solutions’s Data I/O DAIO Stock Holding History

Planned Solutions’s Portfolio DAIO Stock Details DAIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-100
Closed -$257 – 230
2024
Q3 		$257 Buy
+100
New +$257 ﹤0.01% 630

Other funds holding DAIO

KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Planned Solutions's DAIO Position: Q4 2024 in Review

Planned Solutions sold out of Data I/O (DAIO) in Q4 2024, closing a stake of 100 shares — an estimated $257 sold.

Planned Solutions first reported a position in DAIO in Q3 2024 and held it in 1 quarter. The position peaked at $257 in Q3 2024. 29 funds tracked by Wall St. Rank hold DAIO as of Q4 2024.

  • Planned Solutions reported no remaining Data I/O position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 100 Data I/O shares in Q4 2024, an estimated $257.
  • Planned Solutions first reported a position in Data I/O in Q3 2024 and held it in 1 quarter.
  • Planned Solutions's Data I/O position peaked at $257 in Q3 2024.
  • 29 funds tracked by Wall St. Rank held Data I/O as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.