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WAM
Wealthspire Advisors (Maryland)’s
Deutsche Bank
DB
Stock Holding History
Wealthspire Advisors (Maryland)’s Portfolio
DB Stock Details
DB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q3
$4.39M
Buy
+522,190
New
+$4.89M
0.15%
76
2019
Q2
–
Sell
-7,514
Closed
-$61K
–
843
2019
Q1
$61K
Sell
7,514
-63
-0.8%
-$552
﹤0.01%
826
2018
Q4
$62K
Buy
7,577
+794
+12%
+$7.75K
0.01%
764
2018
Q3
$77K
Buy
6,783
+331
+5%
+$3.89K
0.01%
799
2018
Q2
$69K
Sell
6,452
-184
-3%
-$2.35K
0.01%
856
2018
Q1
$93K
Buy
6,636
+1
+0%
+$17
0.01%
741
2017
Q4
$126K
Buy
6,635
+645
+11%
+$11.6K
0.01%
628
2017
Q3
$104K
Sell
5,990
-142
-2%
-$2.46K
0.01%
688
2017
Q2
$109K
Buy
6,132
+2,793
+84%
+$49.4K
0.01%
662
2017
Q1
$57K
Buy
3,339
+875
+36%
+$15.2K
0.01%
769
2016
Q4
$40K
Buy
2,464
+224
+10%
+$3.16K
0.01%
832
2016
Q3
$26K
Buy
2,240
+2,043
+1,037%
+$25.1K
﹤0.01%
982
2016
Q2
$2K
Buy
+197
New
+$2.96K
﹤0.01%
1499
2016
Q1
–
Sell
-84
Closed
-$2K
–
1759
2015
Q4
$2K
Buy
+84
New
+$2K
﹤0.01%
1516
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$157B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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