WE
DB icon

Wealth Effects’s Deutsche Bank DB Stock Holding History

Wealth Effects’s Portfolio DB Stock Details DB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14,200
Closed -$224K – 213
2024
Q1 		$224K Hold
14,200
– – 0.08% 185
2023
Q4 		$192K Hold
14,200
– – 0.07% 209
2023
Q3 		$156K Sell
14,200
-2,500
-15% -$27K 0.08% 174
2023
Q2 		$176K Hold
16,700
– – 0.08% 179
2023
Q1 		$171K Buy
+16,700
New +$200K 0.09% 177

Other funds holding DB

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
HEC
Hudson Executive Capital New York $50.9M AUM 22.11% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Wealth Effects's DB Position: Q2 2024 in Review

Wealth Effects sold out of Deutsche Bank (DB) in Q2 2024, closing a stake of 14,200 shares — an estimated $224K sold.

Wealth Effects first reported a position in DB in Q1 2023 and held it in 5 quarters. The position peaked at $224K in Q1 2024. 293 funds tracked by Wall St. Rank hold DB as of Q2 2024.

  • Wealth Effects reported no remaining Deutsche Bank position as of Q2 2024 after selling out during the quarter.
  • Wealth Effects sold 14,200 Deutsche Bank shares in Q2 2024, an estimated $224K.
  • Wealth Effects first reported a position in Deutsche Bank in Q1 2023 and held it in 5 quarters.
  • Wealth Effects's Deutsche Bank position peaked at $224K in Q1 2024.
  • 293 funds tracked by Wall St. Rank held Deutsche Bank as of Q2 2024.

Based on Wealth Effects's 13F filing for Q2 2024, filed 2 Aug 2024.