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BFWA
Benchmark Financial Wealth Advisors’s
Ferrari
RACE
Stock Holding History
Benchmark Financial Wealth Advisors’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
2026
Q1
$211K
Sell
623
-13
-2%
-$4.55K
0.06%
126
2025
Q4
$235K
Sell
636
-102
-14%
-$40.8K
0.07%
109
2025
Q3
$358K
Hold
738
–
–
0.11%
85
2025
Q2
$362K
Buy
738
+3
+0.4%
+$1.39K
0.12%
80
2025
Q1
$314K
Sell
735
-252
-26%
-$113K
0.12%
78
2024
Q4
$419K
Sell
987
-90
-8%
-$40.6K
0.13%
64
2024
Q3
$506K
Hold
1,077
–
–
0.17%
55
2024
Q2
$440K
Buy
1,077
+5
+0.5%
+$2.08K
0.16%
55
2024
Q1
$467K
Hold
1,072
–
–
0.18%
51
2023
Q4
$363K
Hold
1,072
–
–
0.16%
56
2023
Q3
$317K
Hold
1,072
–
–
0.15%
49
2023
Q2
$349K
Sell
1,072
-118
-10%
-$34.4K
0.16%
48
2023
Q1
$322K
Hold
1,190
–
–
0.17%
47
2022
Q4
$255K
Hold
1,190
–
–
0.14%
61
2022
Q3
$220K
Buy
1,190
+97
+9%
+$19.3K
0.13%
63
2022
Q2
$201K
Buy
+1,093
New
+$218K
0.1%
69
2022
Q1
–
Sell
-843
Closed
-$218K
–
85
2021
Q4
$218K
Buy
+843
New
+$208K
0.09%
70
Other funds holding RACE
Baillie Gifford & Co
Edinburgh, United Kingdom
$97.9B AUM
20.73%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Amundi
Paris, France
$367B AUM
31.23%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
BOI
Bank of Italy
Rome, Italy
$2.21B AUM
9.01%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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