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Burt Wealth Advisors’s Designer Brands DBI Stock Holding History

Burt 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
2020
Q3 		– Sell
-162
Closed -$1K – 405
2020
Q2 		$1K Hold
162
– – ﹤0.01% 372
2020
Q1 		$1K Buy
+162
New +$2.1K ﹤0.01% 370

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
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Burt Wealth Advisors's DBI Position: Q3 2020 in Review

Burt Wealth Advisors sold out of Designer Brands (DBI) in Q3 2020, closing a stake of 162 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in DBI in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q2 2020. 167 funds tracked by Wall St. Rank hold DBI as of Q3 2020.

  • Burt Wealth Advisors reported no remaining Designer Brands position as of Q3 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 162 Designer Brands shares in Q3 2020, an estimated $1K.
  • Burt Wealth Advisors first reported a position in Designer Brands in Q1 2020 and held it in 2 quarters.
  • Burt Wealth Advisors's Designer Brands position peaked at $1K in Q2 2020.
  • 167 funds tracked by Wall St. Rank held Designer Brands as of Q3 2020.

Based on Burt Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.