TWM
DAI

Tradition Wealth Management’s DAIMLER AG DAI Stock Holding History

Tradition Wealth Management’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
2023
Q3 		– Sell
-1,400
Closed -$113K – 1420
2023
Q2 		$113K Hold
1,400
– – 0.01% 424
2023
Q1 		$108K Hold
1,400
– – 0.01% 423
2022
Q4 		$92K Hold
1,400
– – 0.01% 400
2022
Q3 		$71K Hold
1,400
– – 0.01% 430
2022
Q2 		$82K Hold
1,400
– – 0.01% 383
2022
Q1 		$98K Hold
1,400
– – 0.01% 403
2021
Q4 		$108K Hold
1,400
– – 0.01% 390
2021
Q3 		$125K Hold
1,400
– – 0.02% 333
2021
Q2 		$126K Buy
+1,400
New +$126K 0.02% 349

Other funds holding DAI

BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
HCMT
Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RC
Reik & Co New York $384M AUM 6.08% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
ECM
Estabrook Capital Management New York $739M AUM 31.19% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Tradition Wealth Management's DAI Position: Q3 2023 in Review

Tradition Wealth Management sold out of DAIMLER AG (DAI) in Q3 2023, closing a stake of 1,400 shares — an estimated $113K sold.

Tradition Wealth Management first reported a position in DAI in Q2 2021 and held it in 9 quarters. The position peaked at $126K in Q2 2021. 9 funds tracked by Wall St. Rank hold DAI as of Q3 2023.

  • Tradition Wealth Management reported no remaining DAIMLER AG position as of Q3 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 1,400 DAIMLER AG shares in Q3 2023, an estimated $113K.
  • Tradition Wealth Management first reported a position in DAIMLER AG in Q2 2021 and held it in 9 quarters.
  • Tradition Wealth Management's DAIMLER AG position peaked at $126K in Q2 2021.
  • 9 funds tracked by Wall St. Rank held DAIMLER AG as of Q3 2023.

Based on Tradition Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.