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Romano Brothers & Co’s Donnelley Financial Solutions DFIN Stock Holding History

Romano Brothers & Co’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
2023
Q1 		– Sell
-150
Closed -$5.8K – 459
2022
Q4 		$5.8K Buy
+150
New +$5.62K ﹤0.01% 816

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Vanguard Group
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Romano Brothers & Co's DFIN Position: Q1 2023 in Review

Romano Brothers & Co sold out of Donnelley Financial Solutions (DFIN) in Q1 2023, closing a stake of 150 shares — an estimated $5.8K sold.

Romano Brothers & Co first reported a position in DFIN in Q4 2022 and held it in 1 quarter. The position peaked at $5.8K in Q4 2022. 196 funds tracked by Wall St. Rank hold DFIN as of Q1 2023.

  • Romano Brothers & Co reported no remaining Donnelley Financial Solutions position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 150 Donnelley Financial Solutions shares in Q1 2023, an estimated $5.8K.
  • Romano Brothers & Co first reported a position in Donnelley Financial Solutions in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Donnelley Financial Solutions position peaked at $5.8K in Q4 2022.
  • 196 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.