BCMLT
VWE

Beacon Capital Management LLC (Tennessee)’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio VWE Stock Details VWE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,000
Closed -$835 – 1233
2024
Q2 		$835 Hold
6,000
– – ﹤0.01% 969
2024
Q1 		$2.16K Buy
+6,000
New +$2.73K ﹤0.01% 865

Other funds holding VWE

ECM
EMC Capital Management Houston, Texas $253M AUM
BBA
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NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FNBT
FineMark National Bank & Trust Fort Myers, Florida $3.2B AUM 18.28% 1-Year Est. Return
VWA
VERITY Wealth Advisors Sausalito, United States $166M AUM 21.57% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s VWE Position: Q3 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of Vintage Wine Estates, Inc. Common Stock (VWE) in Q3 2024, closing a stake of 6,000 shares — an estimated $835 sold.

Beacon Capital Management LLC (Tennessee) first reported a position in VWE in Q1 2024 and held it in 2 quarters. The position peaked at $2.16K in Q1 2024. 8 funds tracked by Wall St. Rank hold VWE as of Q3 2024.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Vintage Wine Estates, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 6,000 Vintage Wine Estates, Inc. Common Stock shares in Q3 2024, an estimated $835.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Vintage Wine Estates, Inc. Common Stock in Q1 2024 and held it in 2 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Vintage Wine Estates, Inc. Common Stock position peaked at $2.16K in Q1 2024.
  • 8 funds tracked by Wall St. Rank held Vintage Wine Estates, Inc. Common Stock as of Q3 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2024, filed 7 Nov 2024.