Selective Wealth Management’s Donnelley Financial Solutions DFIN Stock Holding History

Selective 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
2022 Q4	–	Sell	-162	Closed	-$6K	–	242
2022 Q3	$6K	Hold	162	–	–	﹤0.01%	573
2022 Q2	$5K	Hold	162	–	–	﹤0.01%	621
2022 Q1	$5K	Hold	162	–	–	﹤0.01%	596
2021 Q4	$8K	Hold	162	–	–	﹤0.01%	503
2021 Q3	$6K	Hold	162	–	–	﹤0.01%	472
2021 Q2	$5K	Buy	162 +138	+575%	+$4.11K	﹤0.01%	398
2021 Q1	$1K	Buy	+24	New	+$555	﹤0.01%	370

Other funds holding DFIN

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Selective Wealth Management's DFIN Position: Q4 2022 in Review

Selective Wealth Management sold out of Donnelley Financial Solutions (DFIN) in Q4 2022, closing a stake of 162 shares — an estimated $6K sold.

Selective Wealth Management first reported a position in DFIN in Q1 2021 and held it in 7 quarters. The position peaked at $8K in Q4 2021. 202 funds tracked by Wall St. Rank hold DFIN as of Q4 2022.

Selective Wealth Management reported no remaining Donnelley Financial Solutions position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 162 Donnelley Financial Solutions shares in Q4 2022, an estimated $6K.
Selective Wealth Management first reported a position in Donnelley Financial Solutions in Q1 2021 and held it in 7 quarters.
Selective Wealth Management's Donnelley Financial Solutions position peaked at $8K in Q4 2021.
202 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.