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Sutton Wealth Advisors’s Donnelley Financial Solutions DFIN Stock Holding History

Sutton Wealth Advisors’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
-821
Closed -$31.7K – 1007
2022
Q4 		$31.7K Hold
821
– – 0.01% 530
2022
Q3 		$30.4K Buy
821
+3
+0.4% +$112 0.01% 522
2022
Q2 		$24K Sell
818
-15
-2% -$445 0.01% 609
2022
Q1 		$27.7K Buy
833
+10
+1% +$357 0.01% 604
2021
Q4 		$38.8K Buy
823
+8
+1% +$347 0.01% 496
2021
Q3 		$28.2K Hold
815
– – 0.01% 587
2021
Q2 		$26.9K Hold
815
– – 0.01% 612
2021
Q1 		$22.7K Hold
815
– – 0.01% 637
2020
Q4 		$13.8K Hold
815
– – 0.01% 714
2020
Q3 		$10.9K Hold
815
– – 0.01% 713
2020
Q2 		$6.85K Buy
+815
New +$5.87K ﹤0.01% 799
2019
Q4 		– Sell
-688
Closed -$8.48K – 1173
2019
Q3 		$8.48K Buy
+688
New +$8.53K ﹤0.01% 833
2019
Q2 		– Sell
-679
Closed -$10.1K – 1180
2019
Q1 		$10.1K Buy
+679
New +$10.2K 0.01% 776
2018
Q4 		– Sell
-732
Closed -$13.1K – 1145
2018
Q3 		$13.1K Hold
732
– – 0.01% 733
2018
Q2 		$12.7K Buy
+732
New +$12.6K 0.01% 763
2017
Q4 		– Sell
-566
Closed -$12.2K – 1085
2017
Q3 		$12.2K Buy
566
+230
+68% +$4.98K 0.01% 714
2017
Q2 		$7.71K Buy
+336
New +$7.36K 0.01% 808
2017
Q1 		– Sell
-3
Closed -$68 – 1065
2016
Q4 		$69 Buy
+3
New +$64 ﹤0.01% 1053

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Sutton Wealth Advisors's DFIN Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Donnelley Financial Solutions (DFIN) in Q1 2023, closing a stake of 821 shares — an estimated $31.7K sold.

Sutton Wealth Advisors first reported a position in DFIN in Q4 2016 and held it in 18 quarters. The position peaked at $38.8K in Q4 2021. 196 funds tracked by Wall St. Rank hold DFIN as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Donnelley Financial Solutions position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 821 Donnelley Financial Solutions shares in Q1 2023, an estimated $31.7K.
  • Sutton Wealth Advisors first reported a position in Donnelley Financial Solutions in Q4 2016 and held it in 18 quarters.
  • Sutton Wealth Advisors's Donnelley Financial Solutions position peaked at $38.8K in Q4 2021.
  • 196 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.