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

Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return

Highland Capital Management (Tennessee) Memphis, Tennessee $1.89B AUM 33.93% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.52B AUM 27.87% 1-Year Est. Return

Reik & Co New York $363M AUM 3.03% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.97B AUM 15.68% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return