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Josh Arnold Investment Consultant’s Donnelley Financial Solutions DFIN Stock Holding History

Josh Arnold Investment Consultant’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
2024
Q2 		– Sell
-83,925
Closed -$5.2M – 22
2024
Q1 		$5.2M Buy
+83,925
New +$5.25M 5.47% 3

Other funds holding DFIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Josh Arnold Investment Consultant's DFIN Position: Q2 2024 in Review

Josh Arnold Investment Consultant sold out of Donnelley Financial Solutions (DFIN) in Q2 2024, closing a stake of 83,925 shares — an estimated $5.2M sold.

Josh Arnold Investment Consultant first reported a position in DFIN in Q1 2024 and held it in 1 quarter. The position peaked at $5.2M in Q1 2024. 247 funds tracked by Wall St. Rank hold DFIN as of Q2 2024.

  • Josh Arnold Investment Consultant reported no remaining Donnelley Financial Solutions position as of Q2 2024 after selling out during the quarter.
  • Josh Arnold Investment Consultant sold 83,925 Donnelley Financial Solutions shares in Q2 2024, an estimated $5.2M.
  • Josh Arnold Investment Consultant first reported a position in Donnelley Financial Solutions in Q1 2024 and held it in 1 quarter.
  • Josh Arnold Investment Consultant's Donnelley Financial Solutions position peaked at $5.2M in Q1 2024.
  • 247 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2024.

Based on Josh Arnold Investment Consultant's 13F filing for Q2 2024, filed 14 Aug 2024.