WOSD
DAI

WFA of San Diego’s DAIMLER AG DAI Stock Holding History

WFA of San Diego’s Portfolio DAI Stock Details DAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-342
Closed -$22.4K – 461
2022
Q4 		$22.4K Buy
+342
New +$22.4K 0.02% 278

Other funds holding DAI

YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RC
Reik & Co New York $363M AUM 3.03% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
CSWM
Cassady Schiller Wealth Management Cincinnati, Ohio $273M AUM 17.91% 1-Year Est. Return

WFA of San Diego's DAI Position: Q1 2023 in Review

WFA of San Diego sold out of DAIMLER AG (DAI) in Q1 2023, closing a stake of 342 shares — an estimated $22.4K sold.

WFA of San Diego first reported a position in DAI in Q4 2022 and held it in 1 quarter. The position peaked at $22.4K in Q4 2022. 9 funds tracked by Wall St. Rank hold DAI as of Q1 2023.

  • WFA of San Diego reported no remaining DAIMLER AG position as of Q1 2023 after selling out during the quarter.
  • WFA of San Diego sold 342 DAIMLER AG shares in Q1 2023, an estimated $22.4K.
  • WFA of San Diego first reported a position in DAIMLER AG in Q4 2022 and held it in 1 quarter.
  • WFA of San Diego's DAIMLER AG position peaked at $22.4K in Q4 2022.
  • 9 funds tracked by Wall St. Rank held DAIMLER AG as of Q1 2023.

Based on WFA of San Diego's 13F filing for Q1 2023, filed 17 Apr 2023.