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Harvest Group Wealth Management’s Donnelley Financial Solutions DFIN Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-63
Closed -$1K – 198
2020
Q4 		$1K Hold
63
– – ﹤0.01% 450
2020
Q3 		$1K Hold
63
– – ﹤0.01% 440
2020
Q2 		$0 Hold
63
– – ﹤0.01% 561
2020
Q1 		$0 Buy
+63
New +$534 ﹤0.01% 613
2019
Q3 		– Sell
-91
Closed -$1K – 1037
2019
Q2 		$1K Buy
+91
New +$1.28K ﹤0.01% 695

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SCM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Harvest Group Wealth Management's DFIN Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Donnelley Financial Solutions (DFIN) in Q1 2021, closing a stake of 63 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in DFIN in Q2 2019 and held it in 5 quarters. The position peaked at $1K in Q4 2020. 167 funds tracked by Wall St. Rank hold DFIN as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Donnelley Financial Solutions position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 63 Donnelley Financial Solutions shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Donnelley Financial Solutions in Q2 2019 and held it in 5 quarters.
  • Harvest Group Wealth Management's Donnelley Financial Solutions position peaked at $1K in Q4 2020.
  • 167 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.