RMR Wealth Builders’s Dana Inc DAN Stock Holding History

RMR Wealth Builders’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 Q2	–	Sell	-502	Closed	-$12K	–	285
2021 Q1	$12K	Buy	+502	New	+$11.5K	﹤0.01%	575

Other funds holding DAN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

RMR Wealth Builders's DAN Position: Q2 2021 in Review

RMR Wealth Builders sold out of Dana Inc (DAN) in Q2 2021, closing a stake of 502 shares — an estimated $12K sold.

RMR Wealth Builders first reported a position in DAN in Q1 2021 and held it in 1 quarter. The position peaked at $12K in Q1 2021. 286 funds tracked by Wall St. Rank hold DAN as of Q2 2021.

RMR Wealth Builders reported no remaining Dana Inc position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 502 Dana Inc shares in Q2 2021, an estimated $12K.
RMR Wealth Builders first reported a position in Dana Inc in Q1 2021 and held it in 1 quarter.
RMR Wealth Builders's Dana Inc position peaked at $12K in Q1 2021.
286 funds tracked by Wall St. Rank held Dana Inc as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.