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Carolinas Wealth Consulting’s Donaldson DCI Stock Holding History

Carolinas Wealth Consulting’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-26
Closed -$2K – 928
2021
Q4 		$2K Buy
26
+5
+24% +$296 ﹤0.01% 815
2021
Q3 		$1K Buy
21
+6
+40% +$387 ﹤0.01% 842
2021
Q2 		$1K Hold
15
– – ﹤0.01% 853
2021
Q1 		$1K Buy
+15
New +$897 ﹤0.01% 858

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Mairs & Power Inc
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Carolinas Wealth Consulting's DCI Position: Q1 2022 in Review

Carolinas Wealth Consulting sold out of Donaldson (DCI) in Q1 2022, closing a stake of 26 shares — an estimated $2K sold.

Carolinas Wealth Consulting first reported a position in DCI in Q1 2021 and held it in 4 quarters. The position peaked at $2K in Q4 2021. 403 funds tracked by Wall St. Rank hold DCI as of Q1 2022.

  • Carolinas Wealth Consulting reported no remaining Donaldson position as of Q1 2022 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 26 Donaldson shares in Q1 2022, an estimated $2K.
  • Carolinas Wealth Consulting first reported a position in Donaldson in Q1 2021 and held it in 4 quarters.
  • Carolinas Wealth Consulting's Donaldson position peaked at $2K in Q4 2021.
  • 403 funds tracked by Wall St. Rank held Donaldson as of Q1 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2022, filed 17 May 2022.