CIA
SBDS

Concurrent Investment Advisors’s Solo Brands Inc SBDS Stock Holding History

Concurrent Investment Advisors’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
2025
Q2 		– Sell
-1,313
Closed -$8.81K – 1480
2025
Q1 		$8.81K Buy
1,313
+205
+19% +$6.28K ﹤0.01% 1231
2024
Q4 		$50.5K Sell
1,108
-4,165
-79% -$206K ﹤0.01% 1070
2024
Q3 		$297K Buy
5,273
+1,563
+42% +$111K 0.01% 783
2024
Q2 		$338K Buy
3,710
+1,375
+59% +$108K 0.01% 703
2024
Q1 		$203K Buy
2,335
+505
+28% +$58K 0.01% 802
2023
Q4 		$451K Buy
+1,830
New +$357K 0.02% 514

Other funds holding SBDS

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Concurrent Investment Advisors's SBDS Position: Q2 2025 in Review

Concurrent Investment Advisors sold out of Solo Brands Inc (SBDS) in Q2 2025, closing a stake of 1,313 shares — an estimated $8.81K sold.

Concurrent Investment Advisors first reported a position in SBDS in Q4 2023 and held it in 6 quarters. The position peaked at $451K in Q4 2023. 6 funds tracked by Wall St. Rank hold SBDS as of Q2 2025.

  • Concurrent Investment Advisors reported no remaining Solo Brands Inc position as of Q2 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 1,313 Solo Brands Inc shares in Q2 2025, an estimated $8.81K.
  • Concurrent Investment Advisors first reported a position in Solo Brands Inc in Q4 2023 and held it in 6 quarters.
  • Concurrent Investment Advisors's Solo Brands Inc position peaked at $451K in Q4 2023.
  • 6 funds tracked by Wall St. Rank held Solo Brands Inc as of Q2 2025.

Based on Concurrent Investment Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.