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Wealthcare Advisory Partners’s Dana Inc DAN Stock Holding History

Wealthcare Advisory Partners’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
-1,536
Closed -$37K – 832
2021
Q1 		$37K Buy
+1,536
New +$35.2K ﹤0.01% 977

Other funds holding DAN

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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

Wealthcare Advisory Partners's DAN Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Dana Inc (DAN) in Q2 2021, closing a stake of 1,536 shares — an estimated $37K sold.

Wealthcare Advisory Partners first reported a position in DAN in Q1 2021 and held it in 1 quarter. The position peaked at $37K in Q1 2021. 286 funds tracked by Wall St. Rank hold DAN as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Dana Inc position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,536 Dana Inc shares in Q2 2021, an estimated $37K.
  • Wealthcare Advisory Partners first reported a position in Dana Inc in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Dana Inc position peaked at $37K in Q1 2021.
  • 286 funds tracked by Wall St. Rank held Dana Inc as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.