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Confluence Wealth Services’s Donnelley Financial Solutions DFIN Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-181
Closed -$8K – 440
2021
Q4 		$8K Buy
+181
New +$7.85K ﹤0.01% 968

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Confluence Wealth Services's DFIN Position: Q1 2022 in Review

Confluence Wealth Services sold out of Donnelley Financial Solutions (DFIN) in Q1 2022, closing a stake of 181 shares — an estimated $8K sold.

Confluence Wealth Services first reported a position in DFIN in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 221 funds tracked by Wall St. Rank hold DFIN as of Q1 2022.

  • Confluence Wealth Services reported no remaining Donnelley Financial Solutions position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 181 Donnelley Financial Solutions shares in Q1 2022, an estimated $8K.
  • Confluence Wealth Services first reported a position in Donnelley Financial Solutions in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Donnelley Financial Solutions position peaked at $8K in Q4 2021.
  • 221 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.