American Portfolios Advisors’s Donnelley Financial Solutions DFIN Stock Holding History

American Portfolios Advisors’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
2021 Q3	–	Sell	-103	Closed	-$3.4K	–	3490
2021 Q2	$3.4K	Hold	103	–	–	﹤0.01%	2977
2021 Q1	$2.87K	Hold	103	–	–	﹤0.01%	2882
2020 Q4	$1.75K	Hold	103	–	–	﹤0.01%	2729
2020 Q3	$1.38K	Hold	103	–	–	﹤0.01%	2707
2020 Q2	$865	Hold	103	–	–	﹤0.01%	2705
2020 Q1	$543	Hold	103	–	–	﹤0.01%	2656
2019 Q4	$1.08K	Hold	103	–	–	﹤0.01%	2682
2019 Q3	$1.27K	Hold	103	–	–	﹤0.01%	2605
2019 Q2	$1.37K	Hold	103	–	–	﹤0.01%	2547
2019 Q1	$1.53K	Hold	103	–	–	﹤0.01%	2425
2018 Q4	$1.45K	Hold	103	–	–	﹤0.01%	2198
2018 Q3	$1.85K	Hold	103	–	–	﹤0.01%	2243
2018 Q2	$1.79K	Hold	103	–	–	﹤0.01%	2202
2018 Q1	$1.77K	Hold	103	–	–	﹤0.01%	2123
2017 Q4	$2.01K	Buy	+103	New	+$2.1K	﹤0.01%	2056

Other funds holding DFIN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

American Portfolios Advisors's DFIN Position: Q3 2021 in Review

American Portfolios Advisors sold out of Donnelley Financial Solutions (DFIN) in Q3 2021, closing a stake of 103 shares — an estimated $3.4K sold.

American Portfolios Advisors first reported a position in DFIN in Q4 2017 and held it in 15 quarters. The position peaked at $3.4K in Q2 2021. 191 funds tracked by Wall St. Rank hold DFIN as of Q3 2021.

American Portfolios Advisors reported no remaining Donnelley Financial Solutions position as of Q3 2021 after selling out during the quarter.
American Portfolios Advisors sold 103 Donnelley Financial Solutions shares in Q3 2021, an estimated $3.4K.
American Portfolios Advisors first reported a position in Donnelley Financial Solutions in Q4 2017 and held it in 15 quarters.
American Portfolios Advisors's Donnelley Financial Solutions position peaked at $3.4K in Q2 2021.
191 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q3 2021.

Based on American Portfolios Advisors's 13F filing for Q3 2021, filed 22 Mar 2023.