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

TCI 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 Q2	–	Sell	-236	Closed	-$9.64K	–	726
2023 Q1	$9.64K	Hold	236	–	–	﹤0.01%	1110
2022 Q4	$9.12K	Hold	236	–	–	﹤0.01%	1135
2022 Q3	$9K	Hold	236	–	–	﹤0.01%	1061
2022 Q2	$7K	Sell	236 -195	-45%	-$5.79K	﹤0.01%	1229
2022 Q1	$14K	Buy	431 +213	+98%	+$7.59K	﹤0.01%	871
2021 Q4	$10K	Buy	218 +1	+0.5%	+$43	﹤0.01%	1150
2021 Q3	$8K	Buy	217 +91	+72%	+$3K	﹤0.01%	1238
2021 Q2	$4K	Sell	126 -65	-34%	-$1.94K	﹤0.01%	1553
2021 Q1	$5K	Buy	191 +65	+52%	+$1.5K	﹤0.01%	1241
2020 Q4	$2K	Buy	+126	New	+$1.95K	﹤0.01%	1198
2019 Q3	–	Sell	-42	Closed	-$1K	–	1516
2019 Q2	$1K	Hold	42	–	–	﹤0.01%	1173
2019 Q1	$1K	Hold	42	–	–	﹤0.01%	1189
2018 Q4	$1K	Buy	+42	New	+$671	﹤0.01%	1183
2017 Q3	–	Sell	-10	Closed	–	–	1335
2017 Q2	$0	Hold	10	–	–	﹤0.01%	1341
2017 Q1	$0	Hold	10	–	–	﹤0.01%	1308
2016 Q4	$0	Buy	+10	New	+$212	﹤0.01%	1375

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCI Wealth Advisors's DFIN Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Donnelley Financial Solutions (DFIN) in Q2 2023, closing a stake of 236 shares — an estimated $9.64K sold.

TCI Wealth Advisors first reported a position in DFIN in Q4 2016 and held it in 16 quarters. The position peaked at $14K in Q1 2022. 211 funds tracked by Wall St. Rank hold DFIN as of Q2 2023.

TCI Wealth Advisors reported no remaining Donnelley Financial Solutions position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 236 Donnelley Financial Solutions shares in Q2 2023, an estimated $9.64K.
TCI Wealth Advisors first reported a position in Donnelley Financial Solutions in Q4 2016 and held it in 16 quarters.
TCI Wealth Advisors's Donnelley Financial Solutions position peaked at $14K in Q1 2022.
211 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.