CWS Financial Advisors’s Ferrari RACE Stock Holding History

CWS Financial 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
2023 Q4	–	Sell	-274	Closed	-$81K	–	168
2023 Q3	$81K	Buy	+274	New	+$85.1K	0.03%	147

Other funds holding RACE

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CWS Financial Advisors's RACE Position: Q4 2023 in Review

CWS Financial Advisors sold out of Ferrari (RACE) in Q4 2023, closing a stake of 274 shares — an estimated $81K sold.

CWS Financial Advisors first reported a position in RACE in Q3 2023 and held it in 1 quarter. The position peaked at $81K in Q3 2023. 575 funds tracked by Wall St. Rank hold RACE as of Q4 2023.

CWS Financial Advisors reported no remaining Ferrari position as of Q4 2023 after selling out during the quarter.
CWS Financial Advisors sold 274 Ferrari shares in Q4 2023, an estimated $81K.
CWS Financial Advisors first reported a position in Ferrari in Q3 2023 and held it in 1 quarter.
CWS Financial Advisors's Ferrari position peaked at $81K in Q3 2023.
575 funds tracked by Wall St. Rank held Ferrari as of Q4 2023.

Based on CWS Financial Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.