WAM
DB icon

Wealthspire Advisors (Maryland)’s Deutsche Bank DB Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$4.39M Buy
+522,190
New +$4.89M 0.15% 76
2019
Q2 		– Sell
-7,514
Closed -$61K – 830
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 – 1755
2015
Q4 		$2K Buy
+84
New +$2K ﹤0.01% 1516

Other funds holding DB

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
HEC
Hudson Executive Capital New York $50.9M AUM 22.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FS
Feinberg Stephen $2.61B AUM 15.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DB Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Deutsche Bank (DB) in Q3 2020: 522,190 shares worth $4.39M. The stake represents 0.15% of the portfolio and ranks #76 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in DB as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in DB in Q4 2015 and has held it in 14 quarters since. 202 funds tracked by Wall St. Rank hold DB as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 522,190 shares of Deutsche Bank worth $4.39M as of Q3 2020.
  • Deutsche Bank was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • Deutsche Bank made up 0.15% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #76 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Deutsche Bank in Q4 2015 and has held it in 14 quarters since.
  • 202 funds tracked by Wall St. Rank held Deutsche Bank as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.