Altus Wealth Group’s Donaldson DCI Stock Holding History

Altus Wealth Group’s Portfolio DCI Stock Details DCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-77	Closed	-$4K	–	313
2020 Q4	$4K	Buy	+77	New	+$4.06K	﹤0.01%	677

Other funds holding DCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Altus Wealth Group's DCI Position: Q1 2021 in Review

Altus Wealth Group sold out of Donaldson (DCI) in Q1 2021, closing a stake of 77 shares — an estimated $4K sold.

Altus Wealth Group first reported a position in DCI in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 408 funds tracked by Wall St. Rank hold DCI as of Q1 2021.

Altus Wealth Group reported no remaining Donaldson position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 77 Donaldson shares in Q1 2021, an estimated $4K.
Altus Wealth Group first reported a position in Donaldson in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Donaldson position peaked at $4K in Q4 2020.
408 funds tracked by Wall St. Rank held Donaldson as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.