Windsor Wealth Management’s Deutsche Bank DB Stock Holding History

Windsor Wealth Management’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
2022 Q2	–	Sell	-19,161	Closed	-$245K	–	172
2022 Q1	$245K	Sell	19,161 -3,005	-14%	-$40K	0.05%	207
2021 Q4	$293K	Sell	22,166 -18,711	-46%	-$238K	0.05%	187
2021 Q3	$515K	Sell	40,877 -11,873	-23%	-$149K	0.11%	152
2021 Q2	$690K	Sell	52,750 -575	-1%	-$7.8K	0.15%	129
2021 Q1	$640K	Buy	+53,325	New	+$623K	0.15%	123

Other funds holding DB

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

HEC

Hudson Executive Capital New York $50.9M AUM 22.11% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCM

Cerberus Capital Management New York $2.1B AUM 36.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Windsor Wealth Management's DB Position: Q2 2022 in Review

Windsor Wealth Management sold out of Deutsche Bank (DB) in Q2 2022, closing a stake of 19,161 shares — an estimated $245K sold.

Windsor Wealth Management first reported a position in DB in Q1 2021 and held it in 5 quarters. The position peaked at $690K in Q2 2021. 238 funds tracked by Wall St. Rank hold DB as of Q2 2022.

Windsor Wealth Management reported no remaining Deutsche Bank position as of Q2 2022 after selling out during the quarter.
Windsor Wealth Management sold 19,161 Deutsche Bank shares in Q2 2022, an estimated $245K.
Windsor Wealth Management first reported a position in Deutsche Bank in Q1 2021 and held it in 5 quarters.
Windsor Wealth Management's Deutsche Bank position peaked at $690K in Q2 2021.
238 funds tracked by Wall St. Rank held Deutsche Bank as of Q2 2022.

Based on Windsor Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.