AWM
SGI

Accurate Wealth Management’s Somnigroup International SGI Stock Holding History

Accurate Wealth Management’s Portfolio SGI Stock Details SGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-205
Closed -$7.75K – 1529
2022
Q4 		$7.75K Buy
+205
New +$6.17K ﹤0.01% 917

Other funds holding SGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return

Accurate Wealth Management's SGI Position: Q1 2023 in Review

Accurate Wealth Management sold out of Somnigroup International (SGI) in Q1 2023, closing a stake of 205 shares — an estimated $7.75K sold.

Accurate Wealth Management first reported a position in SGI in Q4 2022 and held it in 1 quarter. The position peaked at $7.75K in Q4 2022. 331 funds tracked by Wall St. Rank hold SGI as of Q1 2023.

  • Accurate Wealth Management reported no remaining Somnigroup International position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 205 Somnigroup International shares in Q1 2023, an estimated $7.75K.
  • Accurate Wealth Management first reported a position in Somnigroup International in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Somnigroup International position peaked at $7.75K in Q4 2022.
  • 331 funds tracked by Wall St. Rank held Somnigroup International as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.