BCWM
DBD

Bartlett & Co Wealth Management’s Diebold Nixdorf Incorporated DBD Stock Holding History

Bartlett & Co 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
2019
Q4 		– Sell
-366
Closed -$4.1K – 892
2019
Q3 		$4.1K Hold
366
– – ﹤0.01% 793
2019
Q2 		$3.35K Hold
366
– – ﹤0.01% 645
2019
Q1 		$4.05K Hold
366
– – ﹤0.01% 625
2018
Q4 		$911 Hold
366
– – ﹤0.01% 661
2018
Q3 		$1.65K Hold
366
– – ﹤0.01% 666
2018
Q2 		$4.37K Hold
366
– – ﹤0.01% 648
2018
Q1 		$5.64K Buy
+366
New +$6.11K ﹤0.01% 648

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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SI
Sapience Investments Newport Beach, California $772K AUM 24.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Bartlett & Co Wealth Management's DBD Position: Q4 2019 in Review

Bartlett & Co Wealth Management sold out of Diebold Nixdorf Incorporated (DBD) in Q4 2019, closing a stake of 366 shares — an estimated $4.1K sold.

Bartlett & Co Wealth Management first reported a position in DBD in Q1 2018 and held it in 7 quarters. The position peaked at $5.64K in Q1 2018. 199 funds tracked by Wall St. Rank hold DBD as of Q4 2019.

  • Bartlett & Co Wealth Management reported no remaining Diebold Nixdorf Incorporated position as of Q4 2019 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 366 Diebold Nixdorf Incorporated shares in Q4 2019, an estimated $4.1K.
  • Bartlett & Co Wealth Management first reported a position in Diebold Nixdorf Incorporated in Q1 2018 and held it in 7 quarters.
  • Bartlett & Co Wealth Management's Diebold Nixdorf Incorporated position peaked at $5.64K in Q1 2018.
  • 199 funds tracked by Wall St. Rank held Diebold Nixdorf Incorporated as of Q4 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2024.