AWM
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Avior Wealth Management’s Designer Brands DBI Stock Holding History

Avior 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
2024
Q2 		– Sell
-10
Closed -$109 – 2634
2024
Q1 		$109 Buy
+10
New +$96 ﹤0.01% 3154
2023
Q4 		– Sell
-796
Closed -$10.1K – 1549
2023
Q3 		$10.1K Buy
+796
New +$8.5K ﹤0.01% 1041

Other funds holding DBI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Avior Wealth Management's DBI Position: Q2 2024 in Review

Avior Wealth Management sold out of Designer Brands (DBI) in Q2 2024, closing a stake of 10 shares — an estimated $109 sold.

Avior Wealth Management first reported a position in DBI in Q3 2023 and held it in 2 quarters. The position peaked at $10.1K in Q3 2023. 193 funds tracked by Wall St. Rank hold DBI as of Q2 2024.

  • Avior Wealth Management reported no remaining Designer Brands position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 10 Designer Brands shares in Q2 2024, an estimated $109.
  • Avior Wealth Management first reported a position in Designer Brands in Q3 2023 and held it in 2 quarters.
  • Avior Wealth Management's Designer Brands position peaked at $10.1K in Q3 2023.
  • 193 funds tracked by Wall St. Rank held Designer Brands as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.