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Newbridge Financial Services Group’s Designer Brands DBI Stock Holding History

Newbridge Financial Services Group’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
2021
Q4 		– Sell
-785
Closed -$11K – 1438
2021
Q3 		$11K Buy
785
+35
+5% +$506 0.01% 842
2021
Q2 		$12K Sell
750
-700
-48% -$12.3K 0.01% 928
2021
Q1 		$25K Buy
+1,450
New +$18.2K 0.02% 626

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Newbridge Financial Services Group's DBI Position: Q4 2021 in Review

Newbridge Financial Services Group sold out of Designer Brands (DBI) in Q4 2021, closing a stake of 785 shares — an estimated $11K sold.

Newbridge Financial Services Group first reported a position in DBI in Q1 2021 and held it in 3 quarters. The position peaked at $25K in Q1 2021. 228 funds tracked by Wall St. Rank hold DBI as of Q4 2021.

  • Newbridge Financial Services Group reported no remaining Designer Brands position as of Q4 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 785 Designer Brands shares in Q4 2021, an estimated $11K.
  • Newbridge Financial Services Group first reported a position in Designer Brands in Q1 2021 and held it in 3 quarters.
  • Newbridge Financial Services Group's Designer Brands position peaked at $25K in Q1 2021.
  • 228 funds tracked by Wall St. Rank held Designer Brands as of Q4 2021.

Based on Newbridge Financial Services Group's 13F filing for Q4 2021, filed 19 Jan 2022.