Independent Solutions Wealth Management’s Dunkin' Brands Group, Inc. DNKN Stock Holding History

Independent Solutions Wealth Management’s Portfolio DNKN Stock Details DNKN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-7,077	Closed	-$580K	–	185
2020 Q3	$580K	Hold	7,077	–	–	0.22%	87
2020 Q2	$462K	Sell	7,077 -295	-4%	-$18.4K	0.2%	93
2020 Q1	$391K	Sell	7,372 -135	-2%	-$9.36K	0.22%	82
2019 Q4	$567K	Buy	+7,507	New	+$567K	0.25%	83

Other funds holding DNKN

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Independent Solutions Wealth Management's DNKN Position: Q4 2020 in Review

Independent Solutions Wealth Management sold out of Dunkin' Brands Group, Inc. (DNKN) in Q4 2020, closing a stake of 7,077 shares — an estimated $580K sold.

Independent Solutions Wealth Management first reported a position in DNKN in Q4 2019 and held it in 4 quarters. The position peaked at $580K in Q3 2020. 2 funds tracked by Wall St. Rank hold DNKN as of Q4 2020.

Independent Solutions Wealth Management reported no remaining Dunkin' Brands Group, Inc. position as of Q4 2020 after selling out during the quarter.
Independent Solutions Wealth Management sold 7,077 Dunkin' Brands Group, Inc. shares in Q4 2020, an estimated $580K.
Independent Solutions Wealth Management first reported a position in Dunkin' Brands Group, Inc. in Q4 2019 and held it in 4 quarters.
Independent Solutions Wealth Management's Dunkin' Brands Group, Inc. position peaked at $580K in Q3 2020.
2 funds tracked by Wall St. Rank held Dunkin' Brands Group, Inc. as of Q4 2020.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2020, filed 19 Dec 2024.