Waterfront Wealth’s Designer Brands DBI Stock Holding History

Waterfront Wealth’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 Q2	–	Sell	-15,288	Closed	-$227K	–	237
2022 Q1	$227K	Hold	15,288	–	–	0.08%	223
2021 Q4	$217K	Buy	+15,288	New	+$219K	0.09%	206

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

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

Waterfront Wealth's DBI Position: Q2 2022 in Review

Waterfront Wealth sold out of Designer Brands (DBI) in Q2 2022, closing a stake of 15,288 shares — an estimated $227K sold.

Waterfront Wealth first reported a position in DBI in Q4 2021 and held it in 2 quarters. The position peaked at $227K in Q1 2022. 211 funds tracked by Wall St. Rank hold DBI as of Q2 2022.

Waterfront Wealth reported no remaining Designer Brands position as of Q2 2022 after selling out during the quarter.
Waterfront Wealth sold 15,288 Designer Brands shares in Q2 2022, an estimated $227K.
Waterfront Wealth first reported a position in Designer Brands in Q4 2021 and held it in 2 quarters.
Waterfront Wealth's Designer Brands position peaked at $227K in Q1 2022.
211 funds tracked by Wall St. Rank held Designer Brands as of Q2 2022.

Based on Waterfront Wealth's 13F filing for Q2 2022, filed 25 Jul 2022.