PRW Wealth Management’s Dana Inc DAN Stock Holding History

PRW Wealth Management’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
2021 Q3	–	Sell	-37,192	Closed	-$884K	–	137
2021 Q2	$884K	Buy	+37,192	New	+$964K	0.26%	107

Other funds holding DAN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

PRW Wealth Management's DAN Position: Q3 2021 in Review

PRW Wealth Management sold out of Dana Inc (DAN) in Q3 2021, closing a stake of 37,192 shares — an estimated $884K sold.

PRW Wealth Management first reported a position in DAN in Q2 2021 and held it in 1 quarter. The position peaked at $884K in Q2 2021. 267 funds tracked by Wall St. Rank hold DAN as of Q3 2021.

PRW Wealth Management reported no remaining Dana Inc position as of Q3 2021 after selling out during the quarter.
PRW Wealth Management sold 37,192 Dana Inc shares in Q3 2021, an estimated $884K.
PRW Wealth Management first reported a position in Dana Inc in Q2 2021 and held it in 1 quarter.
PRW Wealth Management's Dana Inc position peaked at $884K in Q2 2021.
267 funds tracked by Wall St. Rank held Dana Inc as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.