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NewSquare Capital’s Donnelley Financial Solutions DFIN Stock Holding History

NewSquare Capital’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
-70,238
Closed -$4.62M – 919
2024
Q3 		$4.62M Buy
+70,238
New +$4.56M 0.37% 93

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Invesco
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American Century Companies
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RHJA
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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

NewSquare Capital's DFIN Position: Q4 2024 in Review

NewSquare Capital sold out of Donnelley Financial Solutions (DFIN) in Q4 2024, closing a stake of 70,238 shares — an estimated $4.62M sold.

NewSquare Capital first reported a position in DFIN in Q3 2024 and held it in 1 quarter. The position peaked at $4.62M in Q3 2024. 244 funds tracked by Wall St. Rank hold DFIN as of Q4 2024.

  • NewSquare Capital reported no remaining Donnelley Financial Solutions position as of Q4 2024 after selling out during the quarter.
  • NewSquare Capital sold 70,238 Donnelley Financial Solutions shares in Q4 2024, an estimated $4.62M.
  • NewSquare Capital first reported a position in Donnelley Financial Solutions in Q3 2024 and held it in 1 quarter.
  • NewSquare Capital's Donnelley Financial Solutions position peaked at $4.62M in Q3 2024.
  • 244 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q4 2024.

Based on NewSquare Capital's 13F filing for Q4 2024, filed 6 Feb 2025.