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PYA Waltman Capital’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History

PYA Waltman Capital’s Portfolio DBEF Stock Details DBEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-270
Closed -$9K – 86
2022
Q3 		$9K Sell
270
-258
-49% -$9.21K 0.01% 142
2022
Q2 		$18K Hold
528
– – 0.01% 135
2022
Q1 		$20K Hold
528
– – 0.01% 128
2021
Q4 		$21K Buy
+528
New +$20.5K 0.01% 123

Other funds holding DBEF

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GA
Geller Advisors New York $1.52B AUM 20.7% 1-Year Est. Return

PYA Waltman Capital's DBEF Position: Q4 2022 in Review

PYA Waltman Capital sold out of Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) in Q4 2022, closing a stake of 270 shares — an estimated $9K sold.

PYA Waltman Capital first reported a position in DBEF in Q4 2021 and held it in 4 quarters. The position peaked at $21K in Q4 2021. 234 funds tracked by Wall St. Rank hold DBEF as of Q4 2022.

  • PYA Waltman Capital reported no remaining Xtrackers MSCI EAFE Hedged Equity ETF position as of Q4 2022 after selling out during the quarter.
  • PYA Waltman Capital sold 270 Xtrackers MSCI EAFE Hedged Equity ETF shares in Q4 2022, an estimated $9K.
  • PYA Waltman Capital first reported a position in Xtrackers MSCI EAFE Hedged Equity ETF in Q4 2021 and held it in 4 quarters.
  • PYA Waltman Capital's Xtrackers MSCI EAFE Hedged Equity ETF position peaked at $21K in Q4 2021.
  • 234 funds tracked by Wall St. Rank held Xtrackers MSCI EAFE Hedged Equity ETF as of Q4 2022.

Based on PYA Waltman Capital's 13F filing for Q4 2022, filed 14 Feb 2023.