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Heritage Wealth Management (Arizona)’s Designer Brands DBI Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$1.96K Buy
200
+100
+100% +$1.35K ﹤0.01% 980
2022
Q3 		$2K Hold
100
– – ﹤0.01% 865
2022
Q2 		$1.31K Hold
100
– – ﹤0.01% 913
2022
Q1 		$1K Buy
+100
New +$1.32K ﹤0.01% 935

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Chimera Capital Management New York $210M AUM 21.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s DBI Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Designer Brands (DBI) stake by 100% in Q4 2022, buying an estimated $1.35K and bringing the position to 200 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

Heritage Wealth Management (Arizona) first reported a position in DBI in Q1 2022 and has held it in 4 quarters since. The position peaked at $2K in Q3 2022. 205 funds tracked by Wall St. Rank hold DBI as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 200 shares of Designer Brands worth $1.96K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 100 Designer Brands shares in Q4 2022, an estimated $1.35K.
  • Designer Brands made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #980 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Designer Brands in Q1 2022 and has held it in 4 quarters since.
  • Heritage Wealth Management (Arizona)'s Designer Brands position peaked at $2K in Q3 2022.
  • 205 funds tracked by Wall St. Rank held Designer Brands as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.