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Baker Avenue Asset Management’s Donnelley Financial Solutions DFIN Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-26
Closed -$1.46K – 640
2023
Q3 		$1.46K Hold
26
– – ﹤0.01% 1193
2023
Q2 		$1.18K Hold
26
– – ﹤0.01% 1127
2023
Q1 		$1.06K Hold
26
– – ﹤0.01% 1162
2022
Q4 		$1K Buy
+26
New +$975 ﹤0.01% 1094

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RHJA
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Baker Avenue Asset Management's DFIN Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Donnelley Financial Solutions (DFIN) in Q4 2023, closing a stake of 26 shares — an estimated $1.46K sold.

Baker Avenue Asset Management first reported a position in DFIN in Q4 2022 and held it in 4 quarters. The position peaked at $1.46K in Q3 2023. 222 funds tracked by Wall St. Rank hold DFIN as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Donnelley Financial Solutions position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 26 Donnelley Financial Solutions shares in Q4 2023, an estimated $1.46K.
  • Baker Avenue Asset Management first reported a position in Donnelley Financial Solutions in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Donnelley Financial Solutions position peaked at $1.46K in Q3 2023.
  • 222 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.