United Capital Financial Advisors’s Data I/O DAIO Stock Holding History

United Capital Financial Advisors’s Portfolio DAIO Stock Details DAIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-258,172	Closed	-$720K	–	1057
2022 Q3	$720K	Buy	258,172 +48,229	+23%	+$155K	﹤0.01%	680
2022 Q2	$645K	Buy	209,943 +38,579	+23%	+$128K	﹤0.01%	731
2022 Q1	$728K	Hold	171,364	–	–	﹤0.01%	748
2021 Q4	$790K	Sell	171,364 -18,468	-10%	-$98.8K	﹤0.01%	739
2021 Q3	$1.24M	Sell	189,832 -26,968	-12%	-$164K	0.01%	617
2021 Q2	$1.48M	Sell	216,800 -14,067	-6%	-$83.6K	0.01%	601
2021 Q1	$1.25M	Sell	230,867 -5,000	-2%	-$26.7K	0.01%	608
2020 Q4	$972K	Hold	235,867	–	–	0.01%	684
2020 Q3	$750K	Hold	235,867	–	–	﹤0.01%	733
2020 Q2	$797K	Buy	235,867 +34,673	+17%	+$109K	0.01%	727
2020 Q1	$1.03M	Buy	201,194 +10,000	+5%	+$36.6K	0.01%	623
2019 Q4	$801K	Buy	+191,194	New	+$767K	0.01%	850

Other funds holding DAIO

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

KWM

Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return

Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

United Capital Financial Advisors's DAIO Position: Q4 2022 in Review

United Capital Financial Advisors sold out of Data I/O (DAIO) in Q4 2022, closing a stake of 258,172 shares — an estimated $720K sold.

United Capital Financial Advisors first reported a position in DAIO in Q4 2019 and held it in 12 quarters. The position peaked at $1.48M in Q2 2021. 30 funds tracked by Wall St. Rank hold DAIO as of Q4 2022.

United Capital Financial Advisors reported no remaining Data I/O position as of Q4 2022 after selling out during the quarter.
United Capital Financial Advisors sold 258,172 Data I/O shares in Q4 2022, an estimated $720K.
United Capital Financial Advisors first reported a position in Data I/O in Q4 2019 and held it in 12 quarters.
United Capital Financial Advisors's Data I/O position peaked at $1.48M in Q2 2021.
30 funds tracked by Wall St. Rank held Data I/O as of Q4 2022.

Based on United Capital Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.