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NBC Securities’s Donnelley Financial Solutions DFIN Stock Holding History

NBC Securities’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
Q1 		– Sell
-37
Closed -$2K – 2196
2023
Q4 		$2K Hold
37
– – ﹤0.01% 1998
2023
Q3 		$2K Buy
+37
New +$1.8K ﹤0.01% 1995

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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NBC Securities's DFIN Position: Q1 2024 in Review

NBC Securities sold out of Donnelley Financial Solutions (DFIN) in Q1 2024, closing a stake of 37 shares — an estimated $2K sold.

NBC Securities first reported a position in DFIN in Q3 2023 and held it in 2 quarters. The position peaked at $2K in Q4 2023. 246 funds tracked by Wall St. Rank hold DFIN as of Q1 2024.

  • NBC Securities reported no remaining Donnelley Financial Solutions position as of Q1 2024 after selling out during the quarter.
  • NBC Securities sold 37 Donnelley Financial Solutions shares in Q1 2024, an estimated $2K.
  • NBC Securities first reported a position in Donnelley Financial Solutions in Q3 2023 and held it in 2 quarters.
  • NBC Securities's Donnelley Financial Solutions position peaked at $2K in Q4 2023.
  • 246 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2024.

Based on NBC Securities's 13F filing for Q1 2024, filed 5 Apr 2024.