Bogart Wealth LLC’s Arhaus ARHS Stock Holding History

Bogart Wealth LLC’s Portfolio ARHS Stock Details ARHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-28	Closed	-$232	–	1047
2023 Q1	$232	Buy	+28	New	+$338	﹤0.01%	1072

Other funds holding ARHS

FCPV

FS Capital Partners VI Los Angeles, California $145M AUM 21.54% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCA

Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bogart Wealth LLC's ARHS Position: Q2 2023 in Review

Bogart Wealth LLC sold out of Arhaus (ARHS) in Q2 2023, closing a stake of 28 shares — an estimated $232 sold.

Bogart Wealth LLC first reported a position in ARHS in Q1 2023 and held it in 1 quarter. The position peaked at $232 in Q1 2023. 109 funds tracked by Wall St. Rank hold ARHS as of Q2 2023.

Bogart Wealth LLC reported no remaining Arhaus position as of Q2 2023 after selling out during the quarter.
Bogart Wealth LLC sold 28 Arhaus shares in Q2 2023, an estimated $232.
Bogart Wealth LLC first reported a position in Arhaus in Q1 2023 and held it in 1 quarter.
Bogart Wealth LLC's Arhaus position peaked at $232 in Q1 2023.
109 funds tracked by Wall St. Rank held Arhaus as of Q2 2023.

Based on Bogart Wealth LLC's 13F filing for Q2 2023, filed 31 Jul 2023.