AWM
DBD

Avior Wealth Management’s Diebold Nixdorf Incorporated DBD Stock Holding History

Avior Wealth Management’s Portfolio DBD Stock Details DBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-8,014
Closed -$96K – 781
2018
Q2 		$96K Sell
8,014
-94
-1% -$1.26K 0.02% 445
2018
Q1 		$125K Sell
8,108
-551
-6% -$9.2K 0.03% 416
2017
Q4 		$142K Buy
+8,659
New +$167K 0.03% 403

Other funds holding DBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
Atlantic Investment Management New York $172M AUM 39.5% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
SI
Sapience Investments Newport Beach, California $772K AUM 24.07% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Avior Wealth Management's DBD Position: Q3 2018 in Review

Avior Wealth Management sold out of Diebold Nixdorf Incorporated (DBD) in Q3 2018, closing a stake of 8,014 shares — an estimated $96K sold.

Avior Wealth Management first reported a position in DBD in Q4 2017 and held it in 3 quarters. The position peaked at $142K in Q4 2017. 201 funds tracked by Wall St. Rank hold DBD as of Q3 2018.

  • Avior Wealth Management reported no remaining Diebold Nixdorf Incorporated position as of Q3 2018 after selling out during the quarter.
  • Avior Wealth Management sold 8,014 Diebold Nixdorf Incorporated shares in Q3 2018, an estimated $96K.
  • Avior Wealth Management first reported a position in Diebold Nixdorf Incorporated in Q4 2017 and held it in 3 quarters.
  • Avior Wealth Management's Diebold Nixdorf Incorporated position peaked at $142K in Q4 2017.
  • 201 funds tracked by Wall St. Rank held Diebold Nixdorf Incorporated as of Q3 2018.

Based on Avior Wealth Management's 13F filing for Q3 2018, filed 14 Nov 2018.