GWS
DBD

Glassman Wealth Services’s Diebold Nixdorf Incorporated DBD Stock Holding History

Glassman Wealth Services’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
2023
Q1 		– Sell
-161
Closed -$229 – 2027
2022
Q4 		$229 Buy
161
+115
+250% +$247 ﹤0.01% 1761
2022
Q3 		$0 Sell
46
-169
-79% -$564 ﹤0.01% 2082
2022
Q2 		$0 Buy
+215
New +$801 ﹤0.01% 2101
2018
Q1 		– Sell
-14
Closed – – 961
2017
Q4 		$0 Buy
+14
New +$271 ﹤0.01% 825

Other funds holding DBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
SI
Sapience Investments Newport Beach, California $772K AUM 24.07% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Glassman Wealth Services's DBD Position: Q1 2023 in Review

Glassman Wealth Services sold out of Diebold Nixdorf Incorporated (DBD) in Q1 2023, closing a stake of 161 shares — an estimated $229 sold.

Glassman Wealth Services first reported a position in DBD in Q4 2017 and held it in 4 quarters. The position peaked at $229 in Q4 2022. 128 funds tracked by Wall St. Rank hold DBD as of Q1 2023.

  • Glassman Wealth Services reported no remaining Diebold Nixdorf Incorporated position as of Q1 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 161 Diebold Nixdorf Incorporated shares in Q1 2023, an estimated $229.
  • Glassman Wealth Services first reported a position in Diebold Nixdorf Incorporated in Q4 2017 and held it in 4 quarters.
  • Glassman Wealth Services's Diebold Nixdorf Incorporated position peaked at $229 in Q4 2022.
  • 128 funds tracked by Wall St. Rank held Diebold Nixdorf Incorporated as of Q1 2023.

Based on Glassman Wealth Services's 13F filing for Q1 2023, filed 4 May 2023.