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AE Wealth Management’s Donnelley Financial Solutions DFIN Stock Holding History

AE Wealth Management’s Portfolio DFIN Stock Details DFIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5,022
Closed -$205K – 1935
2023
Q1 		$205K Buy
+5,022
New +$214K ﹤0.01% 1731

Other funds holding DFIN

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SCM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AE Wealth Management's DFIN Position: Q2 2023 in Review

AE Wealth Management sold out of Donnelley Financial Solutions (DFIN) in Q2 2023, closing a stake of 5,022 shares — an estimated $205K sold.

AE Wealth Management first reported a position in DFIN in Q1 2023 and held it in 1 quarter. The position peaked at $205K in Q1 2023. 211 funds tracked by Wall St. Rank hold DFIN as of Q2 2023.

  • AE Wealth Management reported no remaining Donnelley Financial Solutions position as of Q2 2023 after selling out during the quarter.
  • AE Wealth Management sold 5,022 Donnelley Financial Solutions shares in Q2 2023, an estimated $205K.
  • AE Wealth Management first reported a position in Donnelley Financial Solutions in Q1 2023 and held it in 1 quarter.
  • AE Wealth Management's Donnelley Financial Solutions position peaked at $205K in Q1 2023.
  • 211 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2023.

Based on AE Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.