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BDO Wealth Advisors’s Designer Brands DBI Stock Holding History

BDO Wealth Advisors’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
2022
Q3 		– Sell
-22
Closed – – 1047
2022
Q2 		$0 Hold
22
– – ﹤0.01% 1061
2022
Q1 		$0 Hold
22
– – ﹤0.01% 1077
2021
Q4 		$0 Hold
22
– – ﹤0.01% 1105
2021
Q3 		$0 Hold
22
– – ﹤0.01% 1061
2021
Q2 		$0 Hold
22
– – ﹤0.01% 1131
2021
Q1 		$0 Hold
22
– – ﹤0.01% 1183
2020
Q4 		$0 Hold
22
– – ﹤0.01% 941
2020
Q3 		$0 Buy
+22
New +$142 ﹤0.01% 887

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BDO Wealth Advisors's DBI Position: Q3 2022 in Review

BDO Wealth Advisors sold out of Designer Brands (DBI) in Q3 2022, closing a stake of 22 shares.

BDO Wealth Advisors first reported a position in DBI in Q3 2020 and held it in 8 quarters. The position peaked at $0 in Q2 2022. 216 funds tracked by Wall St. Rank hold DBI as of Q3 2022.

  • BDO Wealth Advisors reported no remaining Designer Brands position as of Q3 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 22 Designer Brands shares in Q3 2022.
  • BDO Wealth Advisors first reported a position in Designer Brands in Q3 2020 and held it in 8 quarters.
  • BDO Wealth Advisors's Designer Brands position peaked at $0 in Q2 2022.
  • 216 funds tracked by Wall St. Rank held Designer Brands as of Q3 2022.

Based on BDO Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.