Personal Wealth Partners’s Donaldson DCI Stock Holding History

Personal Wealth Partners’s Portfolio DCI Stock Details DCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-160	Closed	-$10K	–	157
2021 Q2	$10K	Buy	+160	New	+$9.89K	﹤0.01%	267
2020 Q1	–	Sell	-6	Closed	–	–	190
2019 Q4	$0	Sell	6 -140	-96%	-$7.62K	﹤0.01%	547
2019 Q3	$8K	Buy	146 +6	+4%	+$297	﹤0.01%	248
2019 Q2	$7K	Buy	+140	New	+$7.12K	﹤0.01%	230

Other funds holding DCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Personal Wealth Partners's DCI Position: Q3 2021 in Review

Personal Wealth Partners sold out of Donaldson (DCI) in Q3 2021, closing a stake of 160 shares — an estimated $10K sold.

Personal Wealth Partners first reported a position in DCI in Q2 2019 and held it in 4 quarters. The position peaked at $10K in Q2 2021. 406 funds tracked by Wall St. Rank hold DCI as of Q3 2021.

Personal Wealth Partners reported no remaining Donaldson position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 160 Donaldson shares in Q3 2021, an estimated $10K.
Personal Wealth Partners first reported a position in Donaldson in Q2 2019 and held it in 4 quarters.
Personal Wealth Partners's Donaldson position peaked at $10K in Q2 2021.
406 funds tracked by Wall St. Rank held Donaldson as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.