BWP
SBDS

Balboa Wealth Partners’s Solo Brands Inc SBDS Stock Holding History

Balboa Wealth Partners’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
2024
Q2 		– Sell
-344
Closed -$29.8K – 351
2024
Q1 		$29.8K Buy
344
+50
+17% +$5.75K 0.01% 273
2023
Q4 		$72.4K Buy
+294
New +$57.3K 0.02% 227

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BlackRock
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Prudential Financial
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MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return
AQR Capital Management
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BCM
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Balboa Wealth Partners's SBDS Position: Q2 2024 in Review

Balboa Wealth Partners sold out of Solo Brands Inc (SBDS) in Q2 2024, closing a stake of 344 shares — an estimated $29.8K sold.

Balboa Wealth Partners first reported a position in SBDS in Q4 2023 and held it in 2 quarters. The position peaked at $72.4K in Q4 2023. 90 funds tracked by Wall St. Rank hold SBDS as of Q2 2024.

  • Balboa Wealth Partners reported no remaining Solo Brands Inc position as of Q2 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 344 Solo Brands Inc shares in Q2 2024, an estimated $29.8K.
  • Balboa Wealth Partners first reported a position in Solo Brands Inc in Q4 2023 and held it in 2 quarters.
  • Balboa Wealth Partners's Solo Brands Inc position peaked at $72.4K in Q4 2023.
  • 90 funds tracked by Wall St. Rank held Solo Brands Inc as of Q2 2024.

Based on Balboa Wealth Partners's 13F filing for Q2 2024, filed 13 Aug 2024.