RDWM
DFIN icon

Red Door Wealth Management’s Donnelley Financial Solutions DFIN Stock Holding History

Red Door Wealth Management’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
-20
Closed – – 270
2021
Q2 		$0 Buy
+20
New +$596 ﹤0.01% 629

Other funds holding DFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Red Door Wealth Management's DFIN Position: Q3 2021 in Review

Red Door Wealth Management sold out of Donnelley Financial Solutions (DFIN) in Q3 2021, closing a stake of 20 shares.

Red Door Wealth Management first reported a position in DFIN in Q2 2021 and held it in 1 quarter. The position peaked at $0 in Q2 2021. 191 funds tracked by Wall St. Rank hold DFIN as of Q3 2021.

  • Red Door Wealth Management reported no remaining Donnelley Financial Solutions position as of Q3 2021 after selling out during the quarter.
  • Red Door Wealth Management sold 20 Donnelley Financial Solutions shares in Q3 2021.
  • Red Door Wealth Management first reported a position in Donnelley Financial Solutions in Q2 2021 and held it in 1 quarter.
  • Red Door Wealth Management's Donnelley Financial Solutions position peaked at $0 in Q2 2021.
  • 191 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.