PO
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Private Ocean’s Donnelley Financial Solutions DFIN Stock Holding History

Private Ocean’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
2021
Q3 		– Sell
-18
Closed -$1K – 572
2021
Q2 		$1K Buy
+18
New +$536 ﹤0.01% 504

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Private Ocean's DFIN Position: Q3 2021 in Review

Private Ocean sold out of Donnelley Financial Solutions (DFIN) in Q3 2021, closing a stake of 18 shares — an estimated $1K sold.

Private Ocean first reported a position in DFIN in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 191 funds tracked by Wall St. Rank hold DFIN as of Q3 2021.

  • Private Ocean reported no remaining Donnelley Financial Solutions position as of Q3 2021 after selling out during the quarter.
  • Private Ocean sold 18 Donnelley Financial Solutions shares in Q3 2021, an estimated $1K.
  • Private Ocean first reported a position in Donnelley Financial Solutions in Q2 2021 and held it in 1 quarter.
  • Private Ocean's Donnelley Financial Solutions position peaked at $1K in Q2 2021.
  • 191 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q3 2021.

Based on Private Ocean's 13F filing for Q3 2021, filed 9 Nov 2021.