DTIM
VWE

Danda Trouve Investment Management’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History

Danda Trouve Investment Management’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
2022
Q3 		$3K Hold
1,000
– – 0.01% 105
2022
Q2 		$8K Hold
1,000
– – 0.01% 71
2022
Q1 		$10K Hold
1,000
– – 0.01% 80
2021
Q4 		$12K Hold
1,000
– – 0.01% 96
2021
Q3 		$10K Hold
1,000
– – 0.01% 118
2021
Q2 		$12K Hold
1,000
– – 0.01% 117
2021
Q1 		$10K Buy
+1,000
New +$10.1K 0.01% 96

Other funds holding VWE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCMC
RK Capital Management (Colorado) Denver, Colorado $324K AUM 47.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Danda Trouve Investment Management's VWE Position: Q3 2022 in Review

Danda Trouve Investment Management held its Vintage Wine Estates, Inc. Common Stock (VWE) position steady in Q3 2022 at 1,000 shares worth $3K. The position accounts for 0.01% of the portfolio, ranked #105.

Danda Trouve Investment Management first reported a position in VWE in Q1 2021 and has held it in 7 quarters since. The position peaked at $12K in Q4 2021. 82 funds tracked by Wall St. Rank hold VWE as of Q3 2022.

  • Danda Trouve Investment Management held 1,000 shares of Vintage Wine Estates, Inc. Common Stock worth $3K as of Q3 2022.
  • Danda Trouve Investment Management left its Vintage Wine Estates, Inc. Common Stock share count unchanged in Q3 2022.
  • Vintage Wine Estates, Inc. Common Stock made up 0.01% of Danda Trouve Investment Management's portfolio in Q3 2022, its #105 holding.
  • Danda Trouve Investment Management first reported a position in Vintage Wine Estates, Inc. Common Stock in Q1 2021 and has held it in 7 quarters since.
  • Danda Trouve Investment Management's Vintage Wine Estates, Inc. Common Stock position peaked at $12K in Q4 2021.
  • 82 funds tracked by Wall St. Rank held Vintage Wine Estates, Inc. Common Stock as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.