SWM
DCH

Spire Wealth Management’s Dauch Corp DCH Stock Holding History

Spire Wealth Management’s Portfolio DCH Stock Details DCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-882
Closed -$9K – 2601
2021
Q1 		$9K Buy
+882
New +$8.74K ﹤0.01% 2434

Other funds holding DCH

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spire Wealth Management's DCH Position: Q2 2021 in Review

Spire Wealth Management sold out of Dauch Corp (DCH) in Q2 2021, closing a stake of 882 shares — an estimated $9K sold.

Spire Wealth Management first reported a position in DCH in Q1 2021 and held it in 1 quarter. The position peaked at $9K in Q1 2021. 216 funds tracked by Wall St. Rank hold DCH as of Q2 2021.

  • Spire Wealth Management reported no remaining Dauch Corp position as of Q2 2021 after selling out during the quarter.
  • Spire Wealth Management sold 882 Dauch Corp shares in Q2 2021, an estimated $9K.
  • Spire Wealth Management first reported a position in Dauch Corp in Q1 2021 and held it in 1 quarter.
  • Spire Wealth Management's Dauch Corp position peaked at $9K in Q1 2021.
  • 216 funds tracked by Wall St. Rank held Dauch Corp as of Q2 2021.

Based on Spire Wealth Management's 13F filing for Q2 2021, filed 26 Jul 2021.