WAM
DBD

Wealthspire Advisors (Maryland)’s Diebold Nixdorf Incorporated DBD Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio DBD Stock Details DBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-286
Closed -$3K – 2234
2019
Q1 		$3K Sell
286
-1,077
-79% -$7.53K ﹤0.01% 2079
2018
Q4 		$3K Buy
+1,363
New +$4.89K ﹤0.01% 2017
2018
Q3 		– Sell
-221
Closed -$3K – 2552
2018
Q2 		$3K Sell
221
-81
-27% -$1.08K ﹤0.01% 2077
2018
Q1 		$5K Sell
302
-54
-15% -$902 ﹤0.01% 1847
2017
Q4 		$6K Buy
356
+136
+62% +$2.63K ﹤0.01% 1802
2017
Q3 		$5K Buy
+220
New +$4.69K ﹤0.01% 1812

Other funds holding DBD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
SI
Sapience Investments Newport Beach, California $772K AUM 24.07% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DBD Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Diebold Nixdorf Incorporated (DBD) in Q2 2019, closing a stake of 286 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in DBD in Q3 2017 and held it in 6 quarters. The position peaked at $6K in Q4 2017. 198 funds tracked by Wall St. Rank hold DBD as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Diebold Nixdorf Incorporated position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 286 Diebold Nixdorf Incorporated shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Diebold Nixdorf Incorporated in Q3 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Diebold Nixdorf Incorporated position peaked at $6K in Q4 2017.
  • 198 funds tracked by Wall St. Rank held Diebold Nixdorf Incorporated as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.