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Pineridge Advisors’s Donnelley Financial Solutions DFIN Stock Holding History

Pineridge 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
Q1 		– Sell
-29
Closed -$1.81K – 671
2023
Q4 		$1.81K Buy
+29
New +$1.65K ﹤0.01% 635

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State Street
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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
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

Pineridge Advisors's DFIN Position: Q1 2024 in Review

Pineridge Advisors sold out of Donnelley Financial Solutions (DFIN) in Q1 2024, closing a stake of 29 shares — an estimated $1.81K sold.

Pineridge Advisors first reported a position in DFIN in Q4 2023 and held it in 1 quarter. The position peaked at $1.81K in Q4 2023. 246 funds tracked by Wall St. Rank hold DFIN as of Q1 2024.

  • Pineridge Advisors reported no remaining Donnelley Financial Solutions position as of Q1 2024 after selling out during the quarter.
  • Pineridge Advisors sold 29 Donnelley Financial Solutions shares in Q1 2024, an estimated $1.81K.
  • Pineridge Advisors first reported a position in Donnelley Financial Solutions in Q4 2023 and held it in 1 quarter.
  • Pineridge Advisors's Donnelley Financial Solutions position peaked at $1.81K in Q4 2023.
  • 246 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2024.

Based on Pineridge Advisors's 13F filing for Q1 2024, filed 16 May 2024.