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Wealthspire Advisors (Maryland)’s Designer Brands DBI Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-184
Closed -$4K – 831
2019
Q1 		$4K Buy
184
+40
+28% +$1.05K ﹤0.01% 1889
2018
Q4 		$4K Sell
144
-48
-25% -$1.29K ﹤0.01% 1804
2018
Q3 		$7K Buy
192
+48
+33% +$1.4K ﹤0.01% 1647
2018
Q2 		$4K Buy
144
+27
+23% +$645 ﹤0.01% 1870
2018
Q1 		$3K Buy
117
+7
+6% +$144 ﹤0.01% 2003
2017
Q4 		$2K Buy
110
+48
+77% +$986 ﹤0.01% 2104
2017
Q3 		$1K Buy
62
+47
+313% +$865 ﹤0.01% 2078
2017
Q2 		$0 Buy
+15
New +$280 ﹤0.01% 2206
2016
Q1 		– Sell
-41
Closed -$1K – 1757
2015
Q4 		$1K Buy
+41
New +$985 ﹤0.01% 1608

Other funds holding DBI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Designer Brands (DBI) in Q2 2019, closing a stake of 184 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in DBI in Q4 2015 and held it in 9 quarters. The position peaked at $7K in Q3 2018. 236 funds tracked by Wall St. Rank hold DBI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Designer Brands position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 184 Designer Brands shares in Q2 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Designer Brands in Q4 2015 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s Designer Brands position peaked at $7K in Q3 2018.
  • 236 funds tracked by Wall St. Rank held Designer Brands as of Q2 2019.

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