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Ellevest Inc’s Donnelley Financial Solutions DFIN Stock Holding History

Ellevest Inc’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
2023
Q2 		– Sell
-6
Closed -$245 – 671
2023
Q1 		$245 Hold
6
– – ﹤0.01% 1751
2022
Q4 		$232 Hold
6
– – ﹤0.01% 1714
2022
Q3 		$0 Buy
+6
New +$225 ﹤0.01% 1665
2020
Q1 		– Sell
-66
Closed -$1K – 1128
2019
Q4 		$1K Buy
+66
New +$691 ﹤0.01% 752

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Vanguard Group
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RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ellevest Inc's DFIN Position: Q2 2023 in Review

Ellevest Inc sold out of Donnelley Financial Solutions (DFIN) in Q2 2023, closing a stake of 6 shares — an estimated $245 sold.

Ellevest Inc first reported a position in DFIN in Q4 2019 and held it in 4 quarters. The position peaked at $1K in Q4 2019. 211 funds tracked by Wall St. Rank hold DFIN as of Q2 2023.

  • Ellevest Inc reported no remaining Donnelley Financial Solutions position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 6 Donnelley Financial Solutions shares in Q2 2023, an estimated $245.
  • Ellevest Inc first reported a position in Donnelley Financial Solutions in Q4 2019 and held it in 4 quarters.
  • Ellevest Inc's Donnelley Financial Solutions position peaked at $1K in Q4 2019.
  • 211 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.