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TFO Wealth Partners’s Dana Inc DAN Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-8
Closed -$102 – 236
2024
Q1 		$102 Hold
8
– – ﹤0.01% 636
2023
Q4 		$117 Sell
8
-29
-78% -$385 ﹤0.01% 769
2023
Q3 		$629 Buy
37
+29
+363% +$483 ﹤0.01% 388
2023
Q2 		$136 Hold
8
– – ﹤0.01% 601
2023
Q1 		$120 Buy
8
+6
+300% +$98 ﹤0.01% 606
2022
Q4 		$334 Buy
+2
New +$31 ﹤0.01% 542

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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

TFO Wealth Partners's DAN Position: Q2 2024 in Review

TFO Wealth Partners sold out of Dana Inc (DAN) in Q2 2024, closing a stake of 8 shares — an estimated $102 sold.

TFO Wealth Partners first reported a position in DAN in Q4 2022 and held it in 6 quarters. The position peaked at $629 in Q3 2023. 261 funds tracked by Wall St. Rank hold DAN as of Q2 2024.

  • TFO Wealth Partners reported no remaining Dana Inc position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 8 Dana Inc shares in Q2 2024, an estimated $102.
  • TFO Wealth Partners first reported a position in Dana Inc in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Dana Inc position peaked at $629 in Q3 2023.
  • 261 funds tracked by Wall St. Rank held Dana Inc as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.