WAG
DBI icon

Winthrop Advisory Group’s Designer Brands DBI Stock Holding History

Winthrop Advisory Group’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
2022
Q3 		– Sell
-10,000
Closed -$131K – 122
2022
Q2 		$131K Hold
10,000
– – 0.03% 117
2022
Q1 		$135K Hold
10,000
– – 0.03% 135
2021
Q4 		$142K Hold
10,000
– – 0.03% 138
2021
Q3 		$139K Buy
+10,000
New +$145K 0.03% 137

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Winthrop Advisory Group's DBI Position: Q3 2022 in Review

Winthrop Advisory Group sold out of Designer Brands (DBI) in Q3 2022, closing a stake of 10,000 shares — an estimated $131K sold.

Winthrop Advisory Group first reported a position in DBI in Q3 2021 and held it in 4 quarters. The position peaked at $142K in Q4 2021. 216 funds tracked by Wall St. Rank hold DBI as of Q3 2022.

  • Winthrop Advisory Group reported no remaining Designer Brands position as of Q3 2022 after selling out during the quarter.
  • Winthrop Advisory Group sold 10,000 Designer Brands shares in Q3 2022, an estimated $131K.
  • Winthrop Advisory Group first reported a position in Designer Brands in Q3 2021 and held it in 4 quarters.
  • Winthrop Advisory Group's Designer Brands position peaked at $142K in Q4 2021.
  • 216 funds tracked by Wall St. Rank held Designer Brands as of Q3 2022.

Based on Winthrop Advisory Group's 13F filing for Q3 2022, filed 4 Nov 2022.