MWM
DB icon

Massachusetts Wealth Management’s Deutsche Bank DB Stock Holding History

Massachusetts Wealth 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
2024
Q3 		– Sell
-15,300
Closed -$244K – 91
2024
Q2 		$244K Sell
15,300
-1,500
-9% -$24.5K 0.16% 88
2024
Q1 		$265K Sell
16,800
-3,000
-15% -$41K 0.19% 84
2023
Q4 		$268K Sell
19,800
-500
-2% -$5.88K 0.22% 84
2023
Q3 		$223K Sell
20,300
-500
-2% -$5.41K 0.2% 83
2023
Q2 		$219K Hold
20,800
– – 0.21% 79
2023
Q1 		$212K Sell
20,800
-1,700
-8% -$20.3K 0.22% 78
2022
Q4 		$301K Buy
+22,500
New +$222K 0.29% 73

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Vanguard Group
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Arrowstreet Capital
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Amundi
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Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
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HEC
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Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return