Institutional & Family Asset Management’s Deutsche Bank DB Stock Holding History

Institutional & Family Asset Management’s Portfolio DB Stock Details DB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,200	Closed	-$15K	–	825
2021 Q3	$15K	Buy	+1,200	New	+$15K	﹤0.01%	487
2018 Q3	–	Sell	-1,000	Closed	-$11K	–	850
2018 Q2	$11K	Hold	1,000	–	–	﹤0.01%	506
2018 Q1	$14K	Buy	+1,000	New	+$16.9K	﹤0.01%	455

Other funds holding DB

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HEC

Hudson Executive Capital New York $50.9M AUM 22.11% 1-Year Est. Return

CCM

Cerberus Capital Management New York $2.1B AUM 36.72% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Institutional & Family Asset Management's DB Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Deutsche Bank (DB) in Q4 2021, closing a stake of 1,200 shares — an estimated $15K sold.

Institutional & Family Asset Management first reported a position in DB in Q1 2018 and held it in 3 quarters. The position peaked at $15K in Q3 2021. 234 funds tracked by Wall St. Rank hold DB as of Q4 2021.

Institutional & Family Asset Management reported no remaining Deutsche Bank position as of Q4 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 1,200 Deutsche Bank shares in Q4 2021, an estimated $15K.
Institutional & Family Asset Management first reported a position in Deutsche Bank in Q1 2018 and held it in 3 quarters.
Institutional & Family Asset Management's Deutsche Bank position peaked at $15K in Q3 2021.
234 funds tracked by Wall St. Rank held Deutsche Bank as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.