Alan W. Weber’s Xcel Brands XELB Stock Holding History

Alan W. Weber’s Portfolio XELB Stock Details XELB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$109K	Hold	9,000	–	–	0.03%	78
2020 Q3	$69K	Hold	9,000	–	–	0.03%	75
2020 Q2	$80K	Hold	9,000	–	–	0.04%	76
2020 Q1	$55K	Hold	9,000	–	–	0.04%	80
2019 Q4	$135K	Hold	9,000	–	–	0.06%	73
2019 Q3	$174K	Hold	9,000	–	–	0.08%	70
2019 Q2	$131K	Buy	9,000 +5,000	+125%	+$68.1K	0.05%	70
2019 Q1	$68K	Buy	+4,000	New	+$59K	0.03%	77

Other funds holding XELB

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $1.07B AUM 26.49% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alan W. Weber's XELB Position: Q4 2020 in Review

Alan W. Weber held its Xcel Brands (XELB) position steady in Q4 2020 at 9,000 shares worth $109K. The position accounts for 0.03% of the portfolio, ranked #78.

Alan W. Weber first reported a position in XELB in Q1 2019 and has held it in 8 quarters since. The position peaked at $174K in Q3 2019. 14 funds tracked by Wall St. Rank hold XELB as of Q4 2020.

Alan W. Weber held 9,000 shares of Xcel Brands worth $109K as of Q4 2020.
Alan W. Weber left its Xcel Brands share count unchanged in Q4 2020.
Xcel Brands made up 0.03% of Alan W. Weber's portfolio in Q4 2020, its #78 holding.
Alan W. Weber first reported a position in Xcel Brands in Q1 2019 and has held it in 8 quarters since.
Alan W. Weber's Xcel Brands position peaked at $174K in Q3 2019.
14 funds tracked by Wall St. Rank held Xcel Brands as of Q4 2020.

Based on Alan W. Weber's 13F filing for Q4 2020, filed 16 Feb 2021.