SPIA
DAI

Steward Partners Investment Advisory’s DAIMLER AG DAI Stock Holding History

Steward Partners Investment Advisory’s Portfolio DAI Stock Details DAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-160
Closed -$14K – 3526
2021
Q2 		$14K Buy
+160
New +$14K ﹤0.01% 5630

Other funds holding DAI

ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return
RC
Reik & Co New York $363M AUM 3.03% 1-Year Est. Return
CAM
Carret Asset Management New York $1.02B AUM 26.95% 1-Year Est. Return
SC
Sierra Capital Miami, Florida $918M AUM 8.25% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
CIA
Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return
EBA
Eagle Bay Advisors New York $113M AUM 22.46% 1-Year Est. Return
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $484M AUM 26.33% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

Steward Partners Investment Advisory's DAI Position: Q3 2021 in Review

Steward Partners Investment Advisory sold out of DAIMLER AG (DAI) in Q3 2021, closing a stake of 160 shares — an estimated $14K sold.

Steward Partners Investment Advisory first reported a position in DAI in Q2 2021 and held it in 1 quarter. The position peaked at $14K in Q2 2021. 13 funds tracked by Wall St. Rank hold DAI as of Q3 2021.

  • Steward Partners Investment Advisory reported no remaining DAIMLER AG position as of Q3 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 160 DAIMLER AG shares in Q3 2021, an estimated $14K.
  • Steward Partners Investment Advisory first reported a position in DAIMLER AG in Q2 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's DAIMLER AG position peaked at $14K in Q2 2021.
  • 13 funds tracked by Wall St. Rank held DAIMLER AG as of Q3 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.