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Sowell Financial Services’s Designer Brands DBI Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-1,728
Closed -$33K – 1029
2021
Q1 		$33K Buy
1,728
+1,554
+893% +$19.5K ﹤0.01% 1830
2020
Q4 		$1K Hold
174
– – ﹤0.01% 2557
2020
Q3 		$1K Hold
174
– – ﹤0.01% 2340
2020
Q2 		$1K Hold
174
– – ﹤0.01% 2267
2020
Q1 		$1K Hold
174
– – ﹤0.01% 2213
2019
Q4 		$3K Hold
174
– – ﹤0.01% 2047
2019
Q3 		$3K Buy
+174
New +$2.95K ﹤0.01% 1913
2017
Q2 		– Sell
-34,747
Closed -$576K – 259
2017
Q1 		$576K Sell
34,747
-6,033
-15% -$125K 0.17% 131
2016
Q4 		$880K Buy
+40,780
New +$925K 0.29% 83

Other funds holding DBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $295M AUM 95.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Sowell Financial Services's DBI Position: Q2 2021 in Review

Sowell Financial Services sold out of Designer Brands (DBI) in Q2 2021, closing a stake of 1,728 shares — an estimated $33K sold.

Sowell Financial Services first reported a position in DBI in Q4 2016 and held it in 9 quarters. The position peaked at $880K in Q4 2016. 218 funds tracked by Wall St. Rank hold DBI as of Q2 2021.

  • Sowell Financial Services reported no remaining Designer Brands position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,728 Designer Brands shares in Q2 2021, an estimated $33K.
  • Sowell Financial Services first reported a position in Designer Brands in Q4 2016 and held it in 9 quarters.
  • Sowell Financial Services's Designer Brands position peaked at $880K in Q4 2016.
  • 218 funds tracked by Wall St. Rank held Designer Brands as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.