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Institute for Wealth Management’s Donnelley Financial Solutions DFIN Stock Holding History

Institute for 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
2022
Q3 		– Sell
-9,318
Closed -$273K – 476
2022
Q2 		$273K Hold
9,318
– – 0.05% 416
2022
Q1 		$310K Buy
+9,318
New +$332K 0.05% 416

Other funds holding DFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Institute for Wealth Management's DFIN Position: Q3 2022 in Review

Institute for Wealth Management sold out of Donnelley Financial Solutions (DFIN) in Q3 2022, closing a stake of 9,318 shares — an estimated $273K sold.

Institute for Wealth Management first reported a position in DFIN in Q1 2022 and held it in 2 quarters. The position peaked at $310K in Q1 2022. 200 funds tracked by Wall St. Rank hold DFIN as of Q3 2022.

  • Institute for Wealth Management reported no remaining Donnelley Financial Solutions position as of Q3 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 9,318 Donnelley Financial Solutions shares in Q3 2022, an estimated $273K.
  • Institute for Wealth Management first reported a position in Donnelley Financial Solutions in Q1 2022 and held it in 2 quarters.
  • Institute for Wealth Management's Donnelley Financial Solutions position peaked at $310K in Q1 2022.
  • 200 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q3 2022.

Based on Institute for Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.