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Realta Investment Advisors’s Dana Inc DAN Stock Holding History

Realta Investment Advisors’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
2020
Q1 		– Sell
-600
Closed -$10K – 536
2019
Q4 		$10K Hold
600
– – ﹤0.01% 1125
2019
Q3 		$9K Hold
600
– – ﹤0.01% 1132
2019
Q2 		$12K Hold
600
– – ﹤0.01% 1077
2019
Q1 		$11K Buy
+600
New +$10.6K 0.01% 883

Other funds holding DAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Frontier Capital Management
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Silvercrest Asset Management
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Realta Investment Advisors's DAN Position: Q1 2020 in Review

Realta Investment Advisors sold out of Dana Inc (DAN) in Q1 2020, closing a stake of 600 shares — an estimated $10K sold.

Realta Investment Advisors first reported a position in DAN in Q1 2019 and held it in 4 quarters. The position peaked at $12K in Q2 2019. 245 funds tracked by Wall St. Rank hold DAN as of Q1 2020.

  • Realta Investment Advisors reported no remaining Dana Inc position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 600 Dana Inc shares in Q1 2020, an estimated $10K.
  • Realta Investment Advisors first reported a position in Dana Inc in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Dana Inc position peaked at $12K in Q2 2019.
  • 245 funds tracked by Wall St. Rank held Dana Inc as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.