Sage Financial Group’s Deutsche Bank DB Stock Holding History

Sage Financial Group’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
2022 Q2	–	Sell	-8,314	Closed	-$105K	–	98
2022 Q1	$105K	Buy	8,314 +1,000	+14%	+$13.3K	0.01%	55
2021 Q4	$91K	Buy	7,314 +2,500	+52%	+$31.9K	0.01%	55
2021 Q3	$61K	Hold	4,814	–	–	0.01%	53
2021 Q2	$63K	Hold	4,814	–	–	0.01%	52
2021 Q1	$58K	Hold	4,814	–	–	0.01%	49
2020 Q4	$52K	Hold	4,814	–	–	0.01%	52
2020 Q3	$40K	Hold	4,814	–	–	0.01%	51
2020 Q2	$46K	Hold	4,814	–	–	0.01%	50
2020 Q1	$31K	Buy	4,814 +1,814	+60%	+$15.1K	0.01%	53
2019 Q4	$23K	Hold	3,000	–	–	﹤0.01%	57
2019 Q3	$23K	Buy	+3,000	New	+$22.8K	﹤0.01%	57
2019 Q2	–	Sell	-3,000	Closed	-$24K	–	73
2019 Q1	$24K	Buy	3,000 +2,000	+200%	+$17.5K	﹤0.01%	68
2018 Q4	$8K	Hold	1,000	–	–	﹤0.01%	71
2018 Q3	$11K	Buy	+1,000	New	+$11.7K	﹤0.01%	54
2018 Q2	–	Sell	-1,000	Closed	-$14K	–	57
2018 Q1	$14K	Buy	1,000 +500	+100%	+$8.43K	﹤0.01%	48
2017 Q4	$10K	Hold	500	–	–	﹤0.01%	56
2017 Q3	$9K	Hold	500	–	–	﹤0.01%	51
2017 Q2	$9K	Hold	500	–	–	﹤0.01%	51
2017 Q1	$9K	Buy	+500	New	+$8.66K	﹤0.01%	50

Other funds holding DB

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HEC

Hudson Executive Capital New York $50.9M AUM 22.11% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

Cerberus Capital Management New York $2.1B AUM 36.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Sage Financial Group's DB Position: Q2 2022 in Review

Sage Financial Group sold out of Deutsche Bank (DB) in Q2 2022, closing a stake of 8,314 shares — an estimated $105K sold.

Sage Financial Group first reported a position in DB in Q1 2017 and held it in 19 quarters. The position peaked at $105K in Q1 2022. 238 funds tracked by Wall St. Rank hold DB as of Q2 2022.

Sage Financial Group reported no remaining Deutsche Bank position as of Q2 2022 after selling out during the quarter.
Sage Financial Group sold 8,314 Deutsche Bank shares in Q2 2022, an estimated $105K.
Sage Financial Group first reported a position in Deutsche Bank in Q1 2017 and held it in 19 quarters.
Sage Financial Group's Deutsche Bank position peaked at $105K in Q1 2022.
238 funds tracked by Wall St. Rank held Deutsche Bank as of Q2 2022.

Based on Sage Financial Group's 13F filing for Q2 2022, filed 25 Jul 2022.