AIM
SBDS

Anchor Investment Management’s Solo Brands Inc SBDS Stock Holding History

Anchor Investment Management’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
2023
Q1 		– Sell
-7
Closed -$1.02K – 1019
2022
Q4 		$1.02K Hold
7
– – ﹤0.01% 911
2022
Q3 		$1.04K Hold
7
– – ﹤0.01% 928
2022
Q2 		$1.12K Hold
7
– – ﹤0.01% 932
2022
Q1 		$2.35K Hold
7
– – ﹤0.01% 900
2021
Q4 		$4.3K Buy
+7
New +$4.81K ﹤0.01% 885

Other funds holding SBDS

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
BGCI
Bertram Growth Capital III Foster City, California $6.05M AUM 39.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Anchor Investment Management's SBDS Position: Q1 2023 in Review

Anchor Investment Management sold out of Solo Brands Inc (SBDS) in Q1 2023, closing a stake of 7 shares — an estimated $1.02K sold.

Anchor Investment Management first reported a position in SBDS in Q4 2021 and held it in 5 quarters. The position peaked at $4.3K in Q4 2021. 83 funds tracked by Wall St. Rank hold SBDS as of Q1 2023.

  • Anchor Investment Management reported no remaining Solo Brands Inc position as of Q1 2023 after selling out during the quarter.
  • Anchor Investment Management sold 7 Solo Brands Inc shares in Q1 2023, an estimated $1.02K.
  • Anchor Investment Management first reported a position in Solo Brands Inc in Q4 2021 and held it in 5 quarters.
  • Anchor Investment Management's Solo Brands Inc position peaked at $4.3K in Q4 2021.
  • 83 funds tracked by Wall St. Rank held Solo Brands Inc as of Q1 2023.

Based on Anchor Investment Management's 13F filing for Q1 2023, filed 2 Jan 2024.