Creative Planning’s Diebold Nixdorf Incorporated DBD Stock Holding History

Creative Planning’s Portfolio DBD Stock Details DBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-1,200	Closed	-$3K	–	2303
2020 Q2	$3K	Buy	+1,200	New	+$5.92K	﹤0.01%	1944

Other funds holding DBD

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Public Employees Retirement Association of Colorado Denver, Colorado $25.5B AUM 28.85% 1-Year Est. Return

BFIM

Beese Fulmer Investment Management Canton, Ohio $1.56B AUM 26.01% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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.