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BDO Wealth Advisors’s Donnelley Financial Solutions DFIN Stock Holding History

BDO Wealth Advisors’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
2022
Q3 		– Sell
-19
Closed -$1K – 1051
2022
Q2 		$1K Hold
19
– – ﹤0.01% 957
2022
Q1 		$1K Hold
19
– – ﹤0.01% 978
2021
Q4 		$1K Hold
19
– – ﹤0.01% 1003
2021
Q3 		$1K Hold
19
– – ﹤0.01% 990
2021
Q2 		$1K Hold
19
– – ﹤0.01% 1038
2021
Q1 		$1K Hold
19
– – ﹤0.01% 1055
2020
Q4 		$0 Hold
19
– – ﹤0.01% 943
2020
Q3 		$0 Buy
+19
New +$197 ﹤0.01% 889
2020
Q2 		– Sell
-170
Closed -$1K – 706
2020
Q1 		$1K Buy
+170
New +$1.44K ﹤0.01% 698

Other funds holding DFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

BDO Wealth Advisors's DFIN Position: Q3 2022 in Review

BDO Wealth Advisors sold out of Donnelley Financial Solutions (DFIN) in Q3 2022, closing a stake of 19 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in DFIN in Q1 2020 and held it in 9 quarters. The position peaked at $1K in Q2 2022. 200 funds tracked by Wall St. Rank hold DFIN as of Q3 2022.

  • BDO Wealth Advisors reported no remaining Donnelley Financial Solutions position as of Q3 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 19 Donnelley Financial Solutions shares in Q3 2022, an estimated $1K.
  • BDO Wealth Advisors first reported a position in Donnelley Financial Solutions in Q1 2020 and held it in 9 quarters.
  • BDO Wealth Advisors's Donnelley Financial Solutions position peaked at $1K in Q2 2022.
  • 200 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q3 2022.

Based on BDO Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.