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BSW Wealth Partners’s Designer Brands DBI Stock Holding History

BSW Wealth Partners’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
2023
Q1 		– Sell
-15,535
Closed -$152K – 322
2022
Q4 		$152K Sell
15,535
-1,785
-10% -$24.1K 0.03% 289
2022
Q3 		$265K Hold
17,320
– – 0.07% 208
2022
Q2 		$226K Hold
17,320
– – 0.05% 237
2022
Q1 		$234K Buy
+17,320
New +$229K 0.06% 244

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BSW Wealth Partners's DBI Position: Q1 2023 in Review

BSW Wealth Partners sold out of Designer Brands (DBI) in Q1 2023, closing a stake of 15,535 shares — an estimated $152K sold.

BSW Wealth Partners first reported a position in DBI in Q1 2022 and held it in 4 quarters. The position peaked at $265K in Q3 2022. 183 funds tracked by Wall St. Rank hold DBI as of Q1 2023.

  • BSW Wealth Partners reported no remaining Designer Brands position as of Q1 2023 after selling out during the quarter.
  • BSW Wealth Partners sold 15,535 Designer Brands shares in Q1 2023, an estimated $152K.
  • BSW Wealth Partners first reported a position in Designer Brands in Q1 2022 and held it in 4 quarters.
  • BSW Wealth Partners's Designer Brands position peaked at $265K in Q3 2022.
  • 183 funds tracked by Wall St. Rank held Designer Brands as of Q1 2023.

Based on BSW Wealth Partners's 13F filing for Q1 2023, filed 15 May 2023.