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Prestige Wealth Management Group’s Dana Inc DAN Stock Holding History

Prestige Wealth Management Group’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
2024
Q3 		– Sell
-38
Closed -$461 – 1038
2024
Q2 		$461 Buy
+38
New +$494 ﹤0.01% 936
2023
Q2 		– Sell
-72
Closed -$1.08K – 1067
2023
Q1 		$1.08K Buy
+72
New +$1.18K ﹤0.01% 878
2022
Q3 		– Sell
-28
Closed – – 983
2022
Q2 		$0 Buy
+28
New +$434 ﹤0.01% 987
2019
Q3 		– Sell
-22,012
Closed -$439K – 600
2019
Q2 		$439K Buy
+22,012
New +$392K 0.27% 59
2019
Q1 		– Sell
-202
Closed -$3K – 653
2018
Q4 		$3K Buy
+202
New +$3.06K ﹤0.01% 710

Other funds holding DAN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Prestige Wealth Management Group's DAN Position: Q3 2024 in Review

Prestige Wealth Management Group sold out of Dana Inc (DAN) in Q3 2024, closing a stake of 38 shares — an estimated $461 sold.

Prestige Wealth Management Group first reported a position in DAN in Q4 2018 and held it in 5 quarters. The position peaked at $439K in Q2 2019. 271 funds tracked by Wall St. Rank hold DAN as of Q3 2024.

  • Prestige Wealth Management Group reported no remaining Dana Inc position as of Q3 2024 after selling out during the quarter.
  • Prestige Wealth Management Group sold 38 Dana Inc shares in Q3 2024, an estimated $461.
  • Prestige Wealth Management Group first reported a position in Dana Inc in Q4 2018 and held it in 5 quarters.
  • Prestige Wealth Management Group's Dana Inc position peaked at $439K in Q2 2019.
  • 271 funds tracked by Wall St. Rank held Dana Inc as of Q3 2024.

Based on Prestige Wealth Management Group's 13F filing for Q3 2024, filed 15 Nov 2024.