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TCI Wealth Advisors’s Dana Inc DAN Stock Holding History

TCI Wealth 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
2023
Q2 		– Sell
-611
Closed -$9.2K – 706
2023
Q1 		$9.2K Buy
611
+286
+88% +$4.68K ﹤0.01% 1144
2022
Q4 		$4.92K Sell
325
-449
-58% -$6.96K ﹤0.01% 1532
2022
Q3 		$9K Sell
774
-71
-8% -$1.08K ﹤0.01% 1060
2022
Q2 		$12K Buy
845
+214
+34% +$3.32K ﹤0.01% 891
2022
Q1 		$11K Sell
631
-114
-15% -$2.33K ﹤0.01% 1027
2021
Q4 		$17K Hold
745
– – ﹤0.01% 779
2021
Q3 		$17K Buy
745
+114
+18% +$2.62K ﹤0.01% 749
2021
Q2 		$15K Hold
631
– – ﹤0.01% 705
2021
Q1 		$15K Buy
631
+329
+109% +$7.54K 0.01% 651
2020
Q4 		$6K Sell
302
-27
-8% -$452 ﹤0.01% 797
2020
Q3 		$4K Buy
329
+106
+48% +$1.38K ﹤0.01% 830
2020
Q2 		$3K Hold
223
– – ﹤0.01% 884
2020
Q1 		$2K Buy
+223
New +$3.08K ﹤0.01% 994

Other funds holding DAN

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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

TCI Wealth Advisors's DAN Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Dana Inc (DAN) in Q2 2023, closing a stake of 611 shares — an estimated $9.2K sold.

TCI Wealth Advisors first reported a position in DAN in Q1 2020 and held it in 13 quarters. The position peaked at $17K in Q4 2021. 263 funds tracked by Wall St. Rank hold DAN as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Dana Inc position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 611 Dana Inc shares in Q2 2023, an estimated $9.2K.
  • TCI Wealth Advisors first reported a position in Dana Inc in Q1 2020 and held it in 13 quarters.
  • TCI Wealth Advisors's Dana Inc position peaked at $17K in Q4 2021.
  • 263 funds tracked by Wall St. Rank held Dana Inc as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.