Tradition Wealth Management’s Designer Brands DBI Stock Holding History

Tradition Wealth Management’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 Q4	–	Sell	-500	Closed	-$7K	–	1193
2021 Q3	$7K	Sell	500 -500	-50%	-$7.23K	﹤0.01%	970
2021 Q2	$17K	Sell	1,000 -500	-33%	-$8.81K	﹤0.01%	795
2021 Q1	$26K	Buy	+1,500	New	+$18.8K	﹤0.01%	578

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

ACB

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Tradition Wealth Management's DBI Position: Q4 2021 in Review

Tradition Wealth Management sold out of Designer Brands (DBI) in Q4 2021, closing a stake of 500 shares — an estimated $7K sold.

Tradition Wealth Management first reported a position in DBI in Q1 2021 and held it in 3 quarters. The position peaked at $26K in Q1 2021. 228 funds tracked by Wall St. Rank hold DBI as of Q4 2021.

Tradition Wealth Management reported no remaining Designer Brands position as of Q4 2021 after selling out during the quarter.
Tradition Wealth Management sold 500 Designer Brands shares in Q4 2021, an estimated $7K.
Tradition Wealth Management first reported a position in Designer Brands in Q1 2021 and held it in 3 quarters.
Tradition Wealth Management's Designer Brands position peaked at $26K in Q1 2021.
228 funds tracked by Wall St. Rank held Designer Brands as of Q4 2021.

Based on Tradition Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.