AE Wealth Management’s Designer Brands DBI Stock Holding History

AE Wealth Management’s Portfolio DBI Stock Details DBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-43,364	Closed	-$718K	–	1647
2021 Q2	$718K	Buy	+43,364	New	+$764K	0.01%	969

Other funds holding DBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

MCM

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

AE Wealth Management's DBI Position: Q3 2021 in Review

AE Wealth Management sold out of Designer Brands (DBI) in Q3 2021, closing a stake of 43,364 shares — an estimated $718K sold.

AE Wealth Management first reported a position in DBI in Q2 2021 and held it in 1 quarter. The position peaked at $718K in Q2 2021. 198 funds tracked by Wall St. Rank hold DBI as of Q3 2021.

AE Wealth Management reported no remaining Designer Brands position as of Q3 2021 after selling out during the quarter.
AE Wealth Management sold 43,364 Designer Brands shares in Q3 2021, an estimated $718K.
AE Wealth Management first reported a position in Designer Brands in Q2 2021 and held it in 1 quarter.
AE Wealth Management's Designer Brands position peaked at $718K in Q2 2021.
198 funds tracked by Wall St. Rank held Designer Brands as of Q3 2021.

Based on AE Wealth Management's 13F filing for Q3 2021, filed 1 Nov 2021.