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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

Other funds holding DB

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HEC
Hudson Executive Capital New York $50.9M AUM 22.11% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Massachusetts Wealth Management's DB Position: Q3 2024 in Review

Massachusetts Wealth Management sold out of Deutsche Bank (DB) in Q3 2024, closing a stake of 15,300 shares — an estimated $244K sold.

Massachusetts Wealth Management first reported a position in DB in Q4 2022 and held it in 7 quarters. The position peaked at $301K in Q4 2022. 297 funds tracked by Wall St. Rank hold DB as of Q3 2024.

  • Massachusetts Wealth Management reported no remaining Deutsche Bank position as of Q3 2024 after selling out during the quarter.
  • Massachusetts Wealth Management sold 15,300 Deutsche Bank shares in Q3 2024, an estimated $244K.
  • Massachusetts Wealth Management first reported a position in Deutsche Bank in Q4 2022 and held it in 7 quarters.
  • Massachusetts Wealth Management's Deutsche Bank position peaked at $301K in Q4 2022.
  • 297 funds tracked by Wall St. Rank held Deutsche Bank as of Q3 2024.

Based on Massachusetts Wealth Management's 13F filing for Q3 2024, filed 23 Oct 2024.