AWM
DB icon

Avior Wealth Management’s Deutsche Bank DB Stock Holding History

Avior Wealth Management’s Portfolio DB Stock Details DB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-259
Closed -$4.42K – 1119
2024
Q4 		$4.42K Hold
259
– – ﹤0.01% 1902
2024
Q3 		$4.48K Hold
259
– – ﹤0.01% 1812
2024
Q2 		$4.13K Hold
259
– – ﹤0.01% 1780
2024
Q1 		$4.08K Buy
+259
New +$3.54K ﹤0.01% 2129
2017
Q1 		– Sell
-168
Closed -$3K – 495
2016
Q4 		$3K Sell
168
-64
-28% -$902 ﹤0.01% 428
2016
Q3 		$3K Buy
+232
New +$2.85K ﹤0.01% 408

Other funds holding DB

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
EGP
Entrust Global Partners New York $514M AUM 28.74% 1-Year Est. Return

Avior Wealth Management's DB Position: Q1 2025 in Review

Avior Wealth Management sold out of Deutsche Bank (DB) in Q1 2025, closing a stake of 259 shares — an estimated $4.42K sold.

Avior Wealth Management first reported a position in DB in Q3 2016 and held it in 6 quarters. The position peaked at $4.48K in Q3 2024. 353 funds tracked by Wall St. Rank hold DB as of Q1 2025.

  • Avior Wealth Management reported no remaining Deutsche Bank position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 259 Deutsche Bank shares in Q1 2025, an estimated $4.42K.
  • Avior Wealth Management first reported a position in Deutsche Bank in Q3 2016 and held it in 6 quarters.
  • Avior Wealth Management's Deutsche Bank position peaked at $4.48K in Q3 2024.
  • 353 funds tracked by Wall St. Rank held Deutsche Bank as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.