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Avior Wealth Management’s Donnelley Financial Solutions DFIN Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-1
Closed -$62 – 1136
2024
Q4 		$62 Hold
1
– – ﹤0.01% 2423
2024
Q3 		$65 Hold
1
– – ﹤0.01% 2274
2024
Q2 		$59 Sell
1
-44
-98% -$2.69K ﹤0.01% 2232
2024
Q1 		$2.79K Buy
+45
New +$2.81K ﹤0.01% 2216

Other funds holding DFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Avior Wealth Management's DFIN Position: Q1 2025 in Review

Avior Wealth Management sold out of Donnelley Financial Solutions (DFIN) in Q1 2025, closing a stake of 1 share — an estimated $62 sold.

Avior Wealth Management first reported a position in DFIN in Q1 2024 and held it in 4 quarters. The position peaked at $2.79K in Q1 2024. 233 funds tracked by Wall St. Rank hold DFIN as of Q1 2025.

  • Avior Wealth Management reported no remaining Donnelley Financial Solutions position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1 Donnelley Financial Solutions share in Q1 2025, an estimated $62.
  • Avior Wealth Management first reported a position in Donnelley Financial Solutions in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Donnelley Financial Solutions position peaked at $2.79K in Q1 2024.
  • 233 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.