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Abound Wealth Management’s Sally Beauty Holdings SBH Stock Holding History

Abound Wealth Management’s Portfolio SBH Stock Details SBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14
Closed -$147 – 1324
2024
Q4 		$147 Sell
14
-2
-13% -$26 ﹤0.01% 1173
2024
Q3 		$218 Sell
16
-10
-38% -$119 ﹤0.01% 1109
2024
Q2 		$279 Hold
26
– – ﹤0.01% 1006
2024
Q1 		$323 Hold
26
– – ﹤0.01% 1098
2023
Q4 		$346 Buy
26
+7
+37% +$68 ﹤0.01% 1096
2023
Q3 		$160 Hold
19
– – ﹤0.01% 1126
2023
Q2 		$235 Buy
+19
New +$241 ﹤0.01% 1124

Other funds holding SBH

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Abound Wealth Management's SBH Position: Q1 2025 in Review

Abound Wealth Management sold out of Sally Beauty Holdings (SBH) in Q1 2025, closing a stake of 14 shares — an estimated $147 sold.

Abound Wealth Management first reported a position in SBH in Q2 2023 and held it in 7 quarters. The position peaked at $346 in Q4 2023. 245 funds tracked by Wall St. Rank hold SBH as of Q1 2025.

  • Abound Wealth Management reported no remaining Sally Beauty Holdings position as of Q1 2025 after selling out during the quarter.
  • Abound Wealth Management sold 14 Sally Beauty Holdings shares in Q1 2025, an estimated $147.
  • Abound Wealth Management first reported a position in Sally Beauty Holdings in Q2 2023 and held it in 7 quarters.
  • Abound Wealth Management's Sally Beauty Holdings position peaked at $346 in Q4 2023.
  • 245 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q1 2025.

Based on Abound Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.