Wealthcare Advisory Partners’s Designer Brands DBI Stock Holding History

Wealthcare Advisory Partners’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
2019 Q4	–	Sell	-7,259	Closed	-$124K	–	1396
2019 Q3	$124K	Sell	7,259 -2,371	-25%	-$40.2K	0.02%	341
2019 Q2	$185K	Hold	9,630	–	–	0.03%	281
2019 Q1	$214K	Buy	9,630 +96	+1%	+$2.52K	0.04%	232
2018 Q4	$235K	Buy	9,534 +72	+0.8%	+$1.93K	0.05%	191
2018 Q3	$321K	Buy	9,462 +87	+0.9%	+$2.54K	0.06%	169
2018 Q2	$242K	Buy	9,375 +104	+1%	+$2.49K	0.05%	191
2018 Q1	$208K	Hold	9,271	–	–	0.05%	189
2017 Q4	$198K	Buy	9,271 +85	+0.9%	+$1.75K	0.05%	182
2017 Q3	$197K	Buy	+9,186	New	+$169K	0.06%	148

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

ACB

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wealthcare Advisory Partners's DBI Position: Q4 2019 in Review

Wealthcare Advisory Partners sold out of Designer Brands (DBI) in Q4 2019, closing a stake of 7,259 shares — an estimated $124K sold.

Wealthcare Advisory Partners first reported a position in DBI in Q3 2017 and held it in 9 quarters. The position peaked at $321K in Q3 2018. 192 funds tracked by Wall St. Rank hold DBI as of Q4 2019.

Wealthcare Advisory Partners reported no remaining Designer Brands position as of Q4 2019 after selling out during the quarter.
Wealthcare Advisory Partners sold 7,259 Designer Brands shares in Q4 2019, an estimated $124K.
Wealthcare Advisory Partners first reported a position in Designer Brands in Q3 2017 and held it in 9 quarters.
Wealthcare Advisory Partners's Designer Brands position peaked at $321K in Q3 2018.
192 funds tracked by Wall St. Rank held Designer Brands as of Q4 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2019, filed 29 Jan 2020.