DAS
SBDS

Dynamic Advisor Solutions’s Solo Brands Inc SBDS Stock Holding History

Dynamic Advisor Solutions’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
2024
Q3 		– Sell
-472
Closed -$43K – 1019
2024
Q2 		$43K Buy
+472
New +$37.2K ﹤0.01% 934

Other funds holding SBDS

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Dynamic Advisor Solutions's SBDS Position: Q3 2024 in Review

Dynamic Advisor Solutions sold out of Solo Brands Inc (SBDS) in Q3 2024, closing a stake of 472 shares — an estimated $43K sold.

Dynamic Advisor Solutions first reported a position in SBDS in Q2 2024 and held it in 1 quarter. The position peaked at $43K in Q2 2024. 90 funds tracked by Wall St. Rank hold SBDS as of Q3 2024.

  • Dynamic Advisor Solutions reported no remaining Solo Brands Inc position as of Q3 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 472 Solo Brands Inc shares in Q3 2024, an estimated $43K.
  • Dynamic Advisor Solutions first reported a position in Solo Brands Inc in Q2 2024 and held it in 1 quarter.
  • Dynamic Advisor Solutions's Solo Brands Inc position peaked at $43K in Q2 2024.
  • 90 funds tracked by Wall St. Rank held Solo Brands Inc as of Q3 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2024, filed 7 Oct 2024.