Spire Wealth Management’s Deutsche Bank DB Stock Holding History

Spire 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
2023 Q2	–	Sell	-2,500	Closed	-$25.5K	–	2422
2023 Q1	$25.5K	Hold	2,500	–	–	﹤0.01%	1518
2022 Q4	$29K	Buy	2,500 +1,000	+67%	+$9.86K	﹤0.01%	1215
2022 Q3	$11K	Buy	+1,500	New	+$12.7K	﹤0.01%	1532

Other funds holding DB

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

CCM

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Spire Wealth Management's DB Position: Q2 2023 in Review

Spire Wealth Management sold out of Deutsche Bank (DB) in Q2 2023, closing a stake of 2,500 shares — an estimated $25.5K sold.

Spire Wealth Management first reported a position in DB in Q3 2022 and held it in 3 quarters. The position peaked at $29K in Q4 2022. 247 funds tracked by Wall St. Rank hold DB as of Q2 2023.

Spire Wealth Management reported no remaining Deutsche Bank position as of Q2 2023 after selling out during the quarter.
Spire Wealth Management sold 2,500 Deutsche Bank shares in Q2 2023, an estimated $25.5K.
Spire Wealth Management first reported a position in Deutsche Bank in Q3 2022 and held it in 3 quarters.
Spire Wealth Management's Deutsche Bank position peaked at $29K in Q4 2022.
247 funds tracked by Wall St. Rank held Deutsche Bank as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.