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TFO Wealth Partners’s Donnelley Financial Solutions DFIN Stock Holding History

TFO Wealth Partners’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
-61,906
Closed -$1.88M – 860
2022
Q4 		$1.88M Buy
+61,906
New +$2.32M 0.43% 17

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RHJA
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Mawer Investment Management
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Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
State Street
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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

TFO Wealth Partners's DFIN Position: Q1 2023 in Review

TFO Wealth Partners sold out of Donnelley Financial Solutions (DFIN) in Q1 2023, closing a stake of 61,906 shares — an estimated $1.88M sold.

TFO Wealth Partners first reported a position in DFIN in Q4 2022 and held it in 1 quarter. The position peaked at $1.88M in Q4 2022. 196 funds tracked by Wall St. Rank hold DFIN as of Q1 2023.

  • TFO Wealth Partners reported no remaining Donnelley Financial Solutions position as of Q1 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 61,906 Donnelley Financial Solutions shares in Q1 2023, an estimated $1.88M.
  • TFO Wealth Partners first reported a position in Donnelley Financial Solutions in Q4 2022 and held it in 1 quarter.
  • TFO Wealth Partners's Donnelley Financial Solutions position peaked at $1.88M in Q4 2022.
  • 196 funds tracked by Wall St. Rank held Donnelley Financial Solutions as of Q1 2023.

Based on TFO Wealth Partners's 13F filing for Q1 2023, filed 3 May 2023.