WealthPLAN Partners’s Designer Brands DBI Stock Holding History

WealthPLAN 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
2023 Q2	–	Sell	-500	Closed	-$4.37K	–	1292
2023 Q1	$4.37K	Buy	+500	New	+$4.8K	﹤0.01%	1025

Other funds holding DBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Towle & Co Denver, Colorado $295M AUM 95.45% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WealthPLAN Partners's DBI Position: Q2 2023 in Review

WealthPLAN Partners sold out of Designer Brands (DBI) in Q2 2023, closing a stake of 500 shares — an estimated $4.37K sold.

WealthPLAN Partners first reported a position in DBI in Q1 2023 and held it in 1 quarter. The position peaked at $4.37K in Q1 2023. 185 funds tracked by Wall St. Rank hold DBI as of Q2 2023.

WealthPLAN Partners reported no remaining Designer Brands position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 500 Designer Brands shares in Q2 2023, an estimated $4.37K.
WealthPLAN Partners first reported a position in Designer Brands in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's Designer Brands position peaked at $4.37K in Q1 2023.
185 funds tracked by Wall St. Rank held Designer Brands as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.