VFA
DBD

Valeo Financial Advisors’s Diebold Nixdorf Incorporated DBD Stock Holding History

Valeo Financial Advisors’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
2021
Q2 		– Sell
-984
Closed -$14K – 1996
2021
Q1 		$14K Buy
+984
New +$13.6K ﹤0.01% 1282
2018
Q3 		– Sell
-200
Closed -$1K – 1893
2018
Q2 		$1K Buy
+200
New +$2.68K ﹤0.01% 1541

Other funds holding DBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
SI
Sapience Investments Newport Beach, California $772K AUM 24.07% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Valeo Financial Advisors's DBD Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Diebold Nixdorf Incorporated (DBD) in Q2 2021, closing a stake of 984 shares — an estimated $14K sold.

Valeo Financial Advisors first reported a position in DBD in Q2 2018 and held it in 2 quarters. The position peaked at $14K in Q1 2021. 182 funds tracked by Wall St. Rank hold DBD as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Diebold Nixdorf Incorporated position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 984 Diebold Nixdorf Incorporated shares in Q2 2021, an estimated $14K.
  • Valeo Financial Advisors first reported a position in Diebold Nixdorf Incorporated in Q2 2018 and held it in 2 quarters.
  • Valeo Financial Advisors's Diebold Nixdorf Incorporated position peaked at $14K in Q1 2021.
  • 182 funds tracked by Wall St. Rank held Diebold Nixdorf Incorporated as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.