NA
DFIN icon

NewEdge Advisors’s Donnelley Financial Solutions DFIN Stock Holding History

NewEdge Advisors’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
Q4 		– Sell
-21
Closed -$1.38K – 3929
2024
Q3 		$1.38K Sell
21
-131
-86% -$8.51K ﹤0.01% 3455
2024
Q2 		$9.06K Buy
152
+131
+624% +$8K ﹤0.01% 2888
2024
Q1 		$1.3K Sell
21
-212
-91% -$13.3K ﹤0.01% 3453
2023
Q4 		$14.5K Buy
+233
New +$13.3K ﹤0.01% 2706
2023
Q3 		– Sell
-86
Closed -$3.92K – 3507
2023
Q2 		$3.92K Sell
86
-10,637
-99% -$469K ﹤0.01% 2886
2023
Q1 		$438K Buy
10,723
+10,722
+1,072,200% +$456K 0.01% 1165
2022
Q4 		$0 Buy
+1
New +$37 ﹤0.01% 4110

Other funds holding DFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

NewEdge Advisors's DFIN Position: Q4 2024 in Review

NewEdge Advisors sold out of Donnelley Financial Solutions (DFIN) in Q4 2024, closing a stake of 21 shares — an estimated $1.38K sold.

NewEdge Advisors first reported a position in DFIN in Q4 2022 and held it in 7 quarters. The position peaked at $438K in Q1 2023. 244 funds tracked by Wall St. Rank hold DFIN as of Q4 2024.

  • NewEdge Advisors reported no remaining Donnelley Financial Solutions position as of Q4 2024 after selling out during the quarter.
  • NewEdge Advisors sold 21 Donnelley Financial Solutions shares in Q4 2024, an estimated $1.38K.
  • NewEdge Advisors first reported a position in Donnelley Financial Solutions in Q4 2022 and held it in 7 quarters.
  • NewEdge Advisors's Donnelley Financial Solutions position peaked at $438K in Q1 2023.
  • 244 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q4 2024.

Based on NewEdge Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.