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TRUE Private Wealth Advisors’s Dana Inc DAN Stock Holding History

TRUE Private 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
2021
Q1 		– Sell
-93
Closed -$1K – 338
2020
Q4 		$1K Hold
93
– – ﹤0.01% 692
2020
Q3 		$1K Hold
93
– – ﹤0.01% 646
2020
Q2 		$1K Hold
93
– – ﹤0.01% 642
2020
Q1 		$0 Buy
+93
New +$1.28K ﹤0.01% 703

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

TRUE Private Wealth Advisors's DAN Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Dana Inc (DAN) in Q1 2021, closing a stake of 93 shares — an estimated $1K sold.

TRUE Private Wealth Advisors first reported a position in DAN in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 278 funds tracked by Wall St. Rank hold DAN as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining Dana Inc position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 93 Dana Inc shares in Q1 2021, an estimated $1K.
  • TRUE Private Wealth Advisors first reported a position in Dana Inc in Q1 2020 and held it in 4 quarters.
  • TRUE Private Wealth Advisors's Dana Inc position peaked at $1K in Q4 2020.
  • 278 funds tracked by Wall St. Rank held Dana Inc as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.