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Prestige Wealth Management Group’s Donaldson DCI Stock Holding History

Prestige Wealth Management Group’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
2022
Q2 		– Sell
-6
Closed – – 988
2022
Q1 		$0 Sell
6
-34
-85% -$1.85K ﹤0.01% 989
2021
Q4 		$2K Buy
40
+34
+567% +$2.01K ﹤0.01% 781
2021
Q3 		$0 Hold
6
– – ﹤0.01% 987
2021
Q2 		$0 Hold
6
– – ﹤0.01% 978
2021
Q1 		$0 Hold
6
– – ﹤0.01% 966
2020
Q4 		$0 Buy
+6
New +$317 ﹤0.01% 957
2019
Q1 		– Sell
-10
Closed – – 654
2018
Q4 		$0 Buy
+10
New +$517 ﹤0.01% 1253

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Prestige Wealth Management Group's DCI Position: Q2 2022 in Review

Prestige Wealth Management Group sold out of Donaldson (DCI) in Q2 2022, closing a stake of 6 shares.

Prestige Wealth Management Group first reported a position in DCI in Q4 2018 and held it in 7 quarters. The position peaked at $2K in Q4 2021. 386 funds tracked by Wall St. Rank hold DCI as of Q2 2022.

  • Prestige Wealth Management Group reported no remaining Donaldson position as of Q2 2022 after selling out during the quarter.
  • Prestige Wealth Management Group sold 6 Donaldson shares in Q2 2022.
  • Prestige Wealth Management Group first reported a position in Donaldson in Q4 2018 and held it in 7 quarters.
  • Prestige Wealth Management Group's Donaldson position peaked at $2K in Q4 2021.
  • 386 funds tracked by Wall St. Rank held Donaldson as of Q2 2022.

Based on Prestige Wealth Management Group's 13F filing for Q2 2022, filed 10 Aug 2022.