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Capital Performance Advisors’s Donnelley Financial Solutions DFIN Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-13
Closed -$856 – 829
2024
Q3 		$856 Buy
+13
New +$844 ﹤0.01% 1976

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SCM
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Capital Performance Advisors's DFIN Position: Q4 2024 in Review

Capital Performance Advisors sold out of Donnelley Financial Solutions (DFIN) in Q4 2024, closing a stake of 13 shares — an estimated $856 sold.

Capital Performance Advisors first reported a position in DFIN in Q3 2024 and held it in 1 quarter. The position peaked at $856 in Q3 2024. 244 funds tracked by Wall St. Rank hold DFIN as of Q4 2024.

  • Capital Performance Advisors reported no remaining Donnelley Financial Solutions position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 13 Donnelley Financial Solutions shares in Q4 2024, an estimated $856.
  • Capital Performance Advisors first reported a position in Donnelley Financial Solutions in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Donnelley Financial Solutions position peaked at $856 in Q3 2024.
  • 244 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.