Blue Zone Wealth Advisors’s Designer Brands DBI Stock Holding History

Blue Zone 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 Q2	–	Sell	-10,000	Closed	-$135K	–	92
2022 Q1	$135K	Hold	10,000	–	–	0.05%	94
2021 Q4	$142K	Hold	10,000	–	–	0.05%	100
2021 Q3	$139K	Hold	10,000	–	–	0.05%	97
2021 Q2	$166K	Hold	10,000	–	–	0.06%	84
2021 Q1	$174K	Hold	10,000	–	–	0.07%	79
2020 Q4	$77K	Hold	10,000	–	–	0.04%	75
2020 Q3	$54K	Buy	+10,000	New	+$64.7K	0.03%	69

Other funds holding DBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blue Zone Wealth Advisors's DBI Position: Q2 2022 in Review

Blue Zone Wealth Advisors sold out of Designer Brands (DBI) in Q2 2022, closing a stake of 10,000 shares — an estimated $135K sold.

Blue Zone Wealth Advisors first reported a position in DBI in Q3 2020 and held it in 7 quarters. The position peaked at $174K in Q1 2021. 211 funds tracked by Wall St. Rank hold DBI as of Q2 2022.

Blue Zone Wealth Advisors reported no remaining Designer Brands position as of Q2 2022 after selling out during the quarter.
Blue Zone Wealth Advisors sold 10,000 Designer Brands shares in Q2 2022, an estimated $135K.
Blue Zone Wealth Advisors first reported a position in Designer Brands in Q3 2020 and held it in 7 quarters.
Blue Zone Wealth Advisors's Designer Brands position peaked at $174K in Q1 2021.
211 funds tracked by Wall St. Rank held Designer Brands as of Q2 2022.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.