Cambridge Investment Research Advisors
VWE

Cambridge Investment Research Advisors’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History

Cambridge Investment Research Advisors’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
Q2 		– Sell
-10,800
Closed -$4K – 3460
2024
Q1 		$4K Hold
10,800
– – ﹤0.01% 3295
2023
Q4 		$5K Hold
10,800
– – ﹤0.01% 3175
2023
Q3 		$6K Buy
+10,800
New +$9.08K ﹤0.01% 3121

Other funds holding VWE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors's VWE Position: Q2 2024 in Review

Cambridge Investment Research Advisors sold out of Vintage Wine Estates, Inc. Common Stock (VWE) in Q2 2024, closing a stake of 10,800 shares — an estimated $4K sold.

Cambridge Investment Research Advisors first reported a position in VWE in Q3 2023 and held it in 3 quarters. The position peaked at $6K in Q3 2023. 50 funds tracked by Wall St. Rank hold VWE as of Q2 2024.

  • Cambridge Investment Research Advisors reported no remaining Vintage Wine Estates, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 10,800 Vintage Wine Estates, Inc. Common Stock shares in Q2 2024, an estimated $4K.
  • Cambridge Investment Research Advisors first reported a position in Vintage Wine Estates, Inc. Common Stock in Q3 2023 and held it in 3 quarters.
  • Cambridge Investment Research Advisors's Vintage Wine Estates, Inc. Common Stock position peaked at $6K in Q3 2023.
  • 50 funds tracked by Wall St. Rank held Vintage Wine Estates, Inc. Common Stock as of Q2 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.