Creative Planning’s Diebold Nixdorf Incorporated DBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-34,701
| Closed | -$41.6K | – | 2886 |
|
|
2023
Q1 | $41.6K | Sell |
34,701
-541
| -2% | -$1.2K | ﹤0.01% | 2366 |
|
|
2022
Q4 | $50K | Buy |
35,242
+197
| +0.6% | +$423 | ﹤0.01% | 2229 |
|
|
2022
Q3 | $86K | Sell |
35,045
-2
| -0% | -$7 | ﹤0.01% | 2054 |
|
|
2022
Q2 | $80K | Buy |
35,047
+14,296
| +69% | +$53.2K | ﹤0.01% | 1998 |
|
|
2022
Q1 | $140K | Hold |
20,751
| – | – | ﹤0.01% | 1948 |
|
|
2021
Q4 | $188K | Hold |
20,751
| – | – | ﹤0.01% | 1884 |
|
|
2021
Q3 | $210K | Buy |
20,751
+2
| +0% | +$22 | ﹤0.01% | 1834 |
|
|
2021
Q2 | $266K | Sell |
20,749
-665
| -3% | -$9.12K | ﹤0.01% | 1629 |
|
|
2021
Q1 | $303K | Hold |
21,414
| – | – | ﹤0.01% | 1793 |
|
|
2020
Q4 | $228K | Sell |
21,414
-6,325
| -23% | -$57.5K | ﹤0.01% | 1798 |
|
|
2020
Q3 | $212K | Buy |
27,739
+700
| +3% | +$5.15K | ﹤0.01% | 1650 |
|
|
2020
Q2 | $164K | Buy |
+27,039
| New | +$133K | ﹤0.01% | 1577 |
|
|
2019
Q1 | – | Sell |
-14,401
| Closed | -$36K | – | 2112 |
|
|
2018
Q4 | $36K | Sell |
14,401
-3,038
| -17% | -$10.9K | ﹤0.01% | 1748 |
|
|
2018
Q3 | $78K | Buy |
17,439
+5,462
| +46% | +$39.8K | ﹤0.01% | 1826 |
|
|
2018
Q2 | $143K | Buy |
+11,977
| New | +$160K | ﹤0.01% | 1704 |
|
|
2018
Q1 | – | Sell |
-13,796
| Closed | -$226K | – | 2149 |
|
|
2017
Q4 | $226K | Buy |
+13,796
| New | +$267K | ﹤0.01% | 1524 |
|
|
2017
Q3 | – | Sell |
-5,119
| Closed | -$143K | – | 3950 |
|
|
2017
Q2 | $143K | Buy |
5,119
+116
| +2% | +$3.21K | ﹤0.01% | 1730 |
|
|
2017
Q1 | $154K | Sell |
5,003
-74
| -1% | -$2.09K | ﹤0.01% | 1662 |
|
|
2016
Q4 | $128K | Buy |
5,077
+58
| +1% | +$1.37K | ﹤0.01% | 1695 |
|
|
2016
Q3 | $124K | Buy |
5,019
+317
| +7% | +$8.42K | ﹤0.01% | 1705 |
|
|
2016
Q2 | $117K | Buy |
4,702
+3
| +0.1% | +$77 | ﹤0.01% | 1570 |
|
|
2016
Q1 | $136K | Sell |
4,699
-1,549
| -25% | -$40.5K | ﹤0.01% | 1445 |
|
|
2015
Q4 | $188K | Buy |
6,248
+2,442
| +64% | +$83K | ﹤0.01% | 1236 |
|
|
2015
Q3 | $113K | Buy |
+3,806
| New | +$124K | ﹤0.01% | 1523 |
|
|
2015
Q2 | – | Sell |
-3,670
| Closed | -$130K | – | 3243 |
|
|
2015
Q1 | $130K | Buy |
3,670
+1,678
| +84% | +$56.5K | ﹤0.01% | 1430 |
|
|
2014
Q4 | $69K | Sell |
1,992
-341
| -15% | -$12K | ﹤0.01% | 1784 |
|
|
2014
Q3 | $82K | Sell |
2,333
-369
| -14% | -$13.9K | ﹤0.01% | 1608 |
|
|
2014
Q2 | $109K | Buy |
2,702
+346
| +15% | +$13.3K | ﹤0.01% | 1384 |
|
|
2014
Q1 | $94K | Sell |
2,356
-517
| -18% | -$18.6K | ﹤0.01% | 1438 |
|
|
2013
Q4 | $95K | Sell |
2,873
-357
| -11% | -$11.1K | ﹤0.01% | 1224 |
|
|
2013
Q3 | $95K | Buy |
3,230
+1,336
| +71% | +$41.9K | ﹤0.01% | 1146 |
|
|
2013
Q2 | $64K | Buy |
+1,894
| New | +$58.6K | ﹤0.01% | 1248 |
|
Other funds holding DBD
BFIM
HNB
Creative Planning's DBD Position: Q2 2023 in Review
Creative Planning sold out of Diebold Nixdorf Incorporated (DBD) in Q2 2023, closing a stake of 34,701 shares — an estimated $41.6K sold.
Creative Planning first reported a position in DBD in Q2 2013 and held it in 32 quarters. The position peaked at $303K in Q1 2021. 7 funds tracked by Wall St. Rank hold DBD as of Q2 2023.
- Creative Planning reported no remaining Diebold Nixdorf Incorporated position as of Q2 2023 after selling out during the quarter.
- Creative Planning sold 34,701 Diebold Nixdorf Incorporated shares in Q2 2023, an estimated $41.6K.
- Creative Planning first reported a position in Diebold Nixdorf Incorporated in Q2 2013 and held it in 32 quarters.
- Creative Planning's Diebold Nixdorf Incorporated position peaked at $303K in Q1 2021.
- 7 funds tracked by Wall St. Rank held Diebold Nixdorf Incorporated as of Q2 2023.
Based on Creative Planning's 13F filing for Q2 2023, filed 21 Jul 2023.