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Atria Investments’s Donnelley Financial Solutions DFIN Stock Holding History

Atria Investments’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
2024
Q4 		– Sell
-3,420
Closed -$225K – 1883
2024
Q3 		$225K Buy
+3,420
New +$222K ﹤0.01% 1772

Other funds holding DFIN

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Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

Atria Investments's DFIN Position: Q4 2024 in Review

Atria Investments sold out of Donnelley Financial Solutions (DFIN) in Q4 2024, closing a stake of 3,420 shares — an estimated $225K sold.

Atria Investments first reported a position in DFIN in Q3 2024 and held it in 1 quarter. The position peaked at $225K in Q3 2024. 244 funds tracked by Wall St. Rank hold DFIN as of Q4 2024.

  • Atria Investments reported no remaining Donnelley Financial Solutions position as of Q4 2024 after selling out during the quarter.
  • Atria Investments sold 3,420 Donnelley Financial Solutions shares in Q4 2024, an estimated $225K.
  • Atria Investments first reported a position in Donnelley Financial Solutions in Q3 2024 and held it in 1 quarter.
  • Atria Investments's Donnelley Financial Solutions position peaked at $225K in Q3 2024.
  • 244 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q4 2024.

Based on Atria Investments's 13F filing for Q4 2024, filed 6 Feb 2025.