SFS
DBD

Summit Financial Strategies’s Diebold Nixdorf Incorporated DBD Stock Holding History

Summit Financial Strategies’s Portfolio DBD Stock Details DBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-20,079
Closed -$24.1K – 130
2023
Q1 		$24.1K Hold
20,079
– – ﹤0.01% 123
2022
Q4 		$28.5K Buy
20,079
+10,000
+99% +$21.5K 0.01% 121
2022
Q3 		$25K Hold
10,079
– – 0.01% 117
2022
Q2 		$23K Buy
+10,079
New +$37.5K 0.01% 118

Other funds holding DBD

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado Denver, Colorado $25.5B AUM 28.85% 1-Year Est. Return
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.56B AUM 26.01% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Summit Financial Strategies's DBD Position: Q2 2023 in Review

Summit Financial Strategies sold out of Diebold Nixdorf Incorporated (DBD) in Q2 2023, closing a stake of 20,079 shares — an estimated $24.1K sold.

Summit Financial Strategies first reported a position in DBD in Q2 2022 and held it in 4 quarters. The position peaked at $28.5K in Q4 2022. 7 funds tracked by Wall St. Rank hold DBD as of Q2 2023.

  • Summit Financial Strategies reported no remaining Diebold Nixdorf Incorporated position as of Q2 2023 after selling out during the quarter.
  • Summit Financial Strategies sold 20,079 Diebold Nixdorf Incorporated shares in Q2 2023, an estimated $24.1K.
  • Summit Financial Strategies first reported a position in Diebold Nixdorf Incorporated in Q2 2022 and held it in 4 quarters.
  • Summit Financial Strategies's Diebold Nixdorf Incorporated position peaked at $28.5K in Q4 2022.
  • 7 funds tracked by Wall St. Rank held Diebold Nixdorf Incorporated as of Q2 2023.

Based on Summit Financial Strategies's 13F filing for Q2 2023, filed 21 Jul 2023.