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WAM
Wealthspire Advisors (Maryland)’s
Dana Inc
DAN
Stock Holding History
Wealthspire Advisors (Maryland)’s Portfolio
DAN Stock Details
DAN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-314
Closed
-$6K
–
828
2019
Q1
$6K
Sell
314
-13
-4%
-$231
﹤0.01%
1732
2018
Q4
$4K
Buy
327
+55
+20%
+$834
﹤0.01%
1803
2018
Q3
$5K
Buy
272
+46
+20%
+$926
﹤0.01%
1782
2018
Q2
$5K
Sell
226
-15
-6%
-$356
﹤0.01%
1775
2018
Q1
$6K
Sell
241
-95
-28%
-$2.81K
﹤0.01%
1726
2017
Q4
$11K
Buy
336
+48
+17%
+$1.48K
﹤0.01%
1538
2017
Q3
$8K
Sell
288
-13
-4%
-$316
﹤0.01%
1643
2017
Q2
$7K
Buy
301
+144
+92%
+$2.92K
﹤0.01%
1652
2017
Q1
$3K
Buy
157
+101
+180%
+$1.96K
﹤0.01%
1616
2016
Q4
$1K
Hold
56
–
–
﹤0.01%
1633
2016
Q3
$1K
Sell
56
-17
-23%
-$232
﹤0.01%
1631
2016
Q2
$1K
Hold
73
–
–
﹤0.01%
1596
2016
Q1
$1K
Buy
73
+58
+387%
+$725
﹤0.01%
1637
2015
Q4
$0
Buy
+15
New
+$237
﹤0.01%
1723
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1-Year Est. Return
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$10.2B AUM
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1-Year Est. Return
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$757B AUM
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1-Year Est. Return
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$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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