TCI Wealth Advisors’s Designer Brands DBI Stock Holding History

TCI 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
2022 Q4	–	Sell	-496	Closed	-$8K	–	2530
2022 Q3	$8K	Buy	496 +200	+68%	+$3.13K	﹤0.01%	1138
2022 Q2	$4K	Hold	296	–	–	﹤0.01%	1602
2022 Q1	$4K	Hold	296	–	–	﹤0.01%	1684
2021 Q4	$4K	Hold	296	–	–	﹤0.01%	1789
2021 Q3	$4K	Hold	296	–	–	﹤0.01%	1721
2021 Q2	$5K	Hold	296	–	–	﹤0.01%	1418
2021 Q1	$5K	Buy	+296	New	+$3.72K	﹤0.01%	1237
2020 Q1	–	Sell	-102	Closed	-$2K	–	1528
2019 Q4	$2K	Hold	102	–	–	﹤0.01%	1122
2019 Q3	$2K	Buy	+102	New	+$1.73K	﹤0.01%	1056
2019 Q2	–	Sell	-81	Closed	-$2K	–	1440
2019 Q1	$2K	Buy	+81	New	+$2.12K	﹤0.01%	1007

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

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

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

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

ACB

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

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

CCM

Chimera Capital Management New York $210M AUM 21.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCI Wealth Advisors's DBI Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Designer Brands (DBI) in Q4 2022, closing a stake of 496 shares — an estimated $8K sold.

TCI Wealth Advisors first reported a position in DBI in Q1 2019 and held it in 10 quarters. The position peaked at $8K in Q3 2022. 205 funds tracked by Wall St. Rank hold DBI as of Q4 2022.

TCI Wealth Advisors reported no remaining Designer Brands position as of Q4 2022 after selling out during the quarter.
TCI Wealth Advisors sold 496 Designer Brands shares in Q4 2022, an estimated $8K.
TCI Wealth Advisors first reported a position in Designer Brands in Q1 2019 and held it in 10 quarters.
TCI Wealth Advisors's Designer Brands position peaked at $8K in Q3 2022.
205 funds tracked by Wall St. Rank held Designer Brands as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.