IWC
DB icon

Integrated Wealth Concepts’s Deutsche Bank DB Stock Holding History

Integrated Wealth Concepts’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
2023
Q1 		– Sell
-144,747
Closed -$1.67M – 1357
2022
Q4 		$1.67M Sell
144,747
-54,748
-27% -$540K 0.05% 358
2022
Q3 		$1.48M Sell
199,495
-54,585
-21% -$464K 0.05% 339
2022
Q2 		$2.22M Buy
+254,080
New +$2.71M 0.07% 259
2022
Q1 		– Sell
-196,754
Closed -$2.46M – 962
2021
Q4 		$2.46M Sell
196,754
-858
-0.4% -$10.9K 0.07% 220
2021
Q3 		$2.51M Buy
197,612
+31,586
+19% +$396K 0.08% 206
2021
Q2 		$2.17M Buy
166,026
+126,044
+315% +$1.71M 0.08% 209
2021
Q1 		$480K Buy
+39,982
New +$467K 0.02% 475

Other funds holding DB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HEC
Hudson Executive Capital New York $151M AUM 60.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CCM
Cerberus Capital Management New York $2.63B AUM 20.18% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return