AWM
RACE icon

Altium Wealth Management’s Ferrari RACE Stock Holding History

Altium Wealth Management’s Portfolio RACE Stock Details RACE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-998
Closed -$206K – 387
2021
Q2 		$206K Sell
998
-28
-3% -$5.84K 0.02% 360
2021
Q1 		$215K Buy
+1,026
New +$210K 0.02% 347

Other funds holding RACE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Altium Wealth Management's RACE Position: Q3 2021 in Review

Altium Wealth Management sold out of Ferrari (RACE) in Q3 2021, closing a stake of 998 shares — an estimated $206K sold.

Altium Wealth Management first reported a position in RACE in Q1 2021 and held it in 2 quarters. The position peaked at $215K in Q1 2021. 390 funds tracked by Wall St. Rank hold RACE as of Q3 2021.

  • Altium Wealth Management reported no remaining Ferrari position as of Q3 2021 after selling out during the quarter.
  • Altium Wealth Management sold 998 Ferrari shares in Q3 2021, an estimated $206K.
  • Altium Wealth Management first reported a position in Ferrari in Q1 2021 and held it in 2 quarters.
  • Altium Wealth Management's Ferrari position peaked at $215K in Q1 2021.
  • 390 funds tracked by Wall St. Rank held Ferrari as of Q3 2021.

Based on Altium Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.