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Blue Bell Private Wealth Management’s Donnelley Financial Solutions DFIN Stock Holding History

Blue Bell Private 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
2022
Q4 		– Sell
-40
Closed -$1K – 700
2022
Q3 		$1K Hold
40
– – ﹤0.01% 659
2022
Q2 		$1K Hold
40
– – ﹤0.01% 707
2022
Q1 		$1K Hold
40
– – ﹤0.01% 769
2021
Q4 		$2K Buy
+40
New +$1.73K ﹤0.01% 666

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Blue Bell Private Wealth Management's DFIN Position: Q4 2022 in Review

Blue Bell Private Wealth Management sold out of Donnelley Financial Solutions (DFIN) in Q4 2022, closing a stake of 40 shares — an estimated $1K sold.

Blue Bell Private Wealth Management first reported a position in DFIN in Q4 2021 and held it in 4 quarters. The position peaked at $2K in Q4 2021. 202 funds tracked by Wall St. Rank hold DFIN as of Q4 2022.

  • Blue Bell Private Wealth Management reported no remaining Donnelley Financial Solutions position as of Q4 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 40 Donnelley Financial Solutions shares in Q4 2022, an estimated $1K.
  • Blue Bell Private Wealth Management first reported a position in Donnelley Financial Solutions in Q4 2021 and held it in 4 quarters.
  • Blue Bell Private Wealth Management's Donnelley Financial Solutions position peaked at $2K in Q4 2021.
  • 202 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q4 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.