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

Spire 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
2024
Q2 		– Sell
-409
Closed -$25.4K – 2244
2024
Q1 		$25.4K Sell
409
-412
-50% -$25.8K ﹤0.01% 1433
2023
Q4 		$50.7K Sell
821
-149
-15% -$8.49K ﹤0.01% 1197
2023
Q3 		$54.6K Sell
970
-25
-3% -$1.21K ﹤0.01% 1152
2023
Q2 		$45.3K Sell
995
-270
-21% -$11.9K ﹤0.01% 1237
2023
Q1 		$51.7K Buy
1,265
+415
+49% +$17.6K ﹤0.01% 1192
2022
Q4 		$33K Hold
850
– – ﹤0.01% 1149
2022
Q3 		$31K Sell
850
-440
-34% -$16.5K ﹤0.01% 1130
2022
Q2 		$38K Sell
1,290
-1,010
-44% -$30K ﹤0.01% 1407
2022
Q1 		$76K Buy
+2,300
New +$82K ﹤0.01% 1277

Other funds holding DFIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Spire Wealth Management's DFIN Position: Q2 2024 in Review

Spire Wealth Management sold out of Donnelley Financial Solutions (DFIN) in Q2 2024, closing a stake of 409 shares — an estimated $25.4K sold.

Spire Wealth Management first reported a position in DFIN in Q1 2022 and held it in 9 quarters. The position peaked at $76K in Q1 2022. 248 funds tracked by Wall St. Rank hold DFIN as of Q2 2024.

  • Spire Wealth Management reported no remaining Donnelley Financial Solutions position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 409 Donnelley Financial Solutions shares in Q2 2024, an estimated $25.4K.
  • Spire Wealth Management first reported a position in Donnelley Financial Solutions in Q1 2022 and held it in 9 quarters.
  • Spire Wealth Management's Donnelley Financial Solutions position peaked at $76K in Q1 2022.
  • 248 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.