Sutton Wealth Advisors’s Designer Brands DBI Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-1,707	Closed	-$16.7K	–	1001
2022 Q4	$16.7K	Hold	1,707	–	–	0.01%	769
2022 Q3	$26.1K	Hold	1,707	–	–	0.01%	573
2022 Q2	$22.3K	Hold	1,707	–	–	0.01%	640
2022 Q1	$23.1K	Hold	1,707	–	–	0.01%	666
2021 Q4	$24.3K	Buy	1,707 +21	+1%	+$301	0.01%	650
2021 Q3	$23.5K	Hold	1,686	–	–	0.01%	644
2021 Q2	$27.9K	Hold	1,686	–	–	0.01%	596
2021 Q1	$29.3K	Hold	1,686	–	–	0.01%	562
2020 Q4	$12.9K	Hold	1,686	–	–	0.01%	743
2020 Q3	$9.15K	Buy	+1,686	New	+$10.9K	﹤0.01%	768
2020 Q2	–	Sell	-1,950	Closed	-$9.71K	–	1228
2020 Q1	$9.71K	Buy	+1,950	New	+$25.2K	0.01%	658
2019 Q3	–	Sell	-1,123	Closed	-$21.5K	–	1185
2019 Q2	$21.5K	Hold	1,123	–	–	0.01%	550
2019 Q1	$25K	Hold	1,123	–	–	0.01%	506
2018 Q4	$27.7K	Hold	1,123	–	–	0.02%	423
2018 Q3	$38K	Hold	1,123	–	–	0.02%	353
2018 Q2	$29K	Hold	1,123	–	–	0.02%	449
2018 Q1	$25.2K	Hold	1,123	–	–	0.02%	479
2017 Q4	$24K	Hold	1,123	–	–	0.02%	491
2017 Q3	$24.1K	Buy	+1,123	New	+$20.7K	0.02%	480
2017 Q2	–	Sell	-707	Closed	-$14.6K	–	1086
2017 Q1	$14.6K	Buy	+707	New	+$14.7K	0.01%	616

Other funds holding DBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sutton Wealth Advisors's DBI Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Designer Brands (DBI) in Q1 2023, closing a stake of 1,707 shares — an estimated $16.7K sold.

Sutton Wealth Advisors first reported a position in DBI in Q1 2017 and held it in 20 quarters. The position peaked at $38K in Q3 2018. 183 funds tracked by Wall St. Rank hold DBI as of Q1 2023.

Sutton Wealth Advisors reported no remaining Designer Brands position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 1,707 Designer Brands shares in Q1 2023, an estimated $16.7K.
Sutton Wealth Advisors first reported a position in Designer Brands in Q1 2017 and held it in 20 quarters.
Sutton Wealth Advisors's Designer Brands position peaked at $38K in Q3 2018.
183 funds tracked by Wall St. Rank held Designer Brands as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.