Arkadios Wealth Advisors
DCI icon

Arkadios Wealth Advisors’s Donaldson DCI Stock Holding History

Arkadios Wealth Advisors’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
Q4 		– Sell
-78
Closed -$4K – 841
2021
Q3 		$4K Sell
78
-70
-47% -$4.51K ﹤0.01% 1638
2021
Q2 		$9K Buy
148
+70
+90% +$4.33K ﹤0.01% 1558
2021
Q1 		$4K Hold
78
– – ﹤0.01% 1405
2020
Q4 		$4K Buy
+78
New +$4.12K ﹤0.01% 1147

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Mairs & Power Inc
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Arkadios Wealth Advisors's DCI Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Donaldson (DCI) in Q4 2021, closing a stake of 78 shares — an estimated $4K sold.

Arkadios Wealth Advisors first reported a position in DCI in Q4 2020 and held it in 4 quarters. The position peaked at $9K in Q2 2021. 425 funds tracked by Wall St. Rank hold DCI as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Donaldson position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 78 Donaldson shares in Q4 2021, an estimated $4K.
  • Arkadios Wealth Advisors first reported a position in Donaldson in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Donaldson position peaked at $9K in Q2 2021.
  • 425 funds tracked by Wall St. Rank held Donaldson as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.