Artemis Wealth Advisors’s Donaldson DCI Stock Holding History

Artemis 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
2023 Q4	–	Sell	-641	Closed	-$38.3K	–	37
2023 Q3	$38.3K	Buy	+641	New	+$39.7K	0.01%	46
2022 Q2	–	Sell	-688	Closed	-$35.7K	–	133
2022 Q1	$35.7K	Buy	+688	New	+$37.4K	0.01%	41
2021 Q2	–	Sell	-335	Closed	-$19.5K	–	80
2021 Q1	$19.5K	Buy	+335	New	+$20K	﹤0.01%	67
2020 Q1	–	Sell	-280	Closed	-$16.1K	–	87
2019 Q4	$16.1K	Buy	+280	New	+$15.2K	0.01%	95

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Artemis Wealth Advisors's DCI Position: Q4 2023 in Review

Artemis Wealth Advisors sold out of Donaldson (DCI) in Q4 2023, closing a stake of 641 shares — an estimated $38.3K sold.

Artemis Wealth Advisors first reported a position in DCI in Q4 2019 and held it in 4 quarters. The position peaked at $38.3K in Q3 2023. 470 funds tracked by Wall St. Rank hold DCI as of Q4 2023.

Artemis Wealth Advisors reported no remaining Donaldson position as of Q4 2023 after selling out during the quarter.
Artemis Wealth Advisors sold 641 Donaldson shares in Q4 2023, an estimated $38.3K.
Artemis Wealth Advisors first reported a position in Donaldson in Q4 2019 and held it in 4 quarters.
Artemis Wealth Advisors's Donaldson position peaked at $38.3K in Q3 2023.
470 funds tracked by Wall St. Rank held Donaldson as of Q4 2023.

Based on Artemis Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.