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Argonautica Private Wealth Management’s Donaldson DCI Stock Holding History

Argonautica Private Wealth Management’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
2023
Q1 		– Sell
-6,490
Closed -$382K – 162
2022
Q4 		$382K Buy
+6,490
New +$372K 0.2% 97

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Argonautica Private Wealth Management's DCI Position: Q1 2023 in Review

Argonautica Private Wealth Management sold out of Donaldson (DCI) in Q1 2023, closing a stake of 6,490 shares — an estimated $382K sold.

Argonautica Private Wealth Management first reported a position in DCI in Q4 2022 and held it in 1 quarter. The position peaked at $382K in Q4 2022. 454 funds tracked by Wall St. Rank hold DCI as of Q1 2023.

  • Argonautica Private Wealth Management reported no remaining Donaldson position as of Q1 2023 after selling out during the quarter.
  • Argonautica Private Wealth Management sold 6,490 Donaldson shares in Q1 2023, an estimated $382K.
  • Argonautica Private Wealth Management first reported a position in Donaldson in Q4 2022 and held it in 1 quarter.
  • Argonautica Private Wealth Management's Donaldson position peaked at $382K in Q4 2022.
  • 454 funds tracked by Wall St. Rank held Donaldson as of Q1 2023.

Based on Argonautica Private Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.