1IA
SBDS

1620 Investment Advisors’s Solo Brands Inc SBDS Stock Holding History

1620 Investment Advisors’s Portfolio SBDS Stock Details SBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-457
Closed -$113K – 156
2023
Q4 		$113K Buy
+457
New +$89.1K 0.12% 133
2023
Q3 		– Sell
-461
Closed -$104K – 162
2023
Q2 		$104K Buy
461
+135
+41% +$33.6K 0.11% 135
2023
Q1 		$93.7K Buy
326
+3
+0.9% +$577 0.11% 128
2022
Q4 		$48K Buy
323
+3
+0.9% +$490 0.06% 133
2022
Q3 		$49K Buy
320
+32
+11% +$5.99K 0.07% 118
2022
Q2 		$47K Buy
+288
New +$62.9K 0.06% 122

Other funds holding SBDS

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

1620 Investment Advisors's SBDS Position: Q1 2024 in Review

1620 Investment Advisors sold out of Solo Brands Inc (SBDS) in Q1 2024, closing a stake of 457 shares — an estimated $113K sold.

1620 Investment Advisors first reported a position in SBDS in Q2 2022 and held it in 6 quarters. The position peaked at $113K in Q4 2023. 101 funds tracked by Wall St. Rank hold SBDS as of Q1 2024.

  • 1620 Investment Advisors reported no remaining Solo Brands Inc position as of Q1 2024 after selling out during the quarter.
  • 1620 Investment Advisors sold 457 Solo Brands Inc shares in Q1 2024, an estimated $113K.
  • 1620 Investment Advisors first reported a position in Solo Brands Inc in Q2 2022 and held it in 6 quarters.
  • 1620 Investment Advisors's Solo Brands Inc position peaked at $113K in Q4 2023.
  • 101 funds tracked by Wall St. Rank held Solo Brands Inc as of Q1 2024.

Based on 1620 Investment Advisors's 13F filing for Q1 2024, filed 13 May 2024.