Valeo Financial Advisors
DAN icon

Valeo Financial Advisors’s Dana Inc DAN Stock Holding History

Valeo Financial 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
Q2 		– Sell
-2,502
Closed -$61K – 811
2021
Q1 		$61K Buy
2,502
+2,002
+400% +$45.9K ﹤0.01% 786
2020
Q4 		$10K Buy
+500
New +$8.37K ﹤0.01% 1197
2019
Q2 		– Sell
-1,000
Closed -$18K – 1578
2019
Q1 		$18K Buy
+1,000
New +$17.7K ﹤0.01% 817

Other funds holding DAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Icahn Carl
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Valeo Financial Advisors's DAN Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Dana Inc (DAN) in Q2 2021, closing a stake of 2,502 shares — an estimated $61K sold.

Valeo Financial Advisors first reported a position in DAN in Q1 2019 and held it in 3 quarters. The position peaked at $61K in Q1 2021. 286 funds tracked by Wall St. Rank hold DAN as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Dana Inc position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,502 Dana Inc shares in Q2 2021, an estimated $61K.
  • Valeo Financial Advisors first reported a position in Dana Inc in Q1 2019 and held it in 3 quarters.
  • Valeo Financial Advisors's Dana Inc position peaked at $61K in Q1 2021.
  • 286 funds tracked by Wall St. Rank held Dana Inc as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.