DTL
VWE

Dynamic Technology Lab’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History

Dynamic Technology Lab’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
2023
Q1 		– Sell
-10,283
Closed -$34K – 1588
2022
Q4 		$34K Buy
+10,283
New +$31.5K ﹤0.01% 1031

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
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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dynamic Technology Lab's VWE Position: Q1 2023 in Review

Dynamic Technology Lab sold out of Vintage Wine Estates, Inc. Common Stock (VWE) in Q1 2023, closing a stake of 10,283 shares — an estimated $34K sold.

Dynamic Technology Lab first reported a position in VWE in Q4 2022 and held it in 1 quarter. The position peaked at $34K in Q4 2022. 71 funds tracked by Wall St. Rank hold VWE as of Q1 2023.

  • Dynamic Technology Lab reported no remaining Vintage Wine Estates, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
  • Dynamic Technology Lab sold 10,283 Vintage Wine Estates, Inc. Common Stock shares in Q1 2023, an estimated $34K.
  • Dynamic Technology Lab first reported a position in Vintage Wine Estates, Inc. Common Stock in Q4 2022 and held it in 1 quarter.
  • Dynamic Technology Lab's Vintage Wine Estates, Inc. Common Stock position peaked at $34K in Q4 2022.
  • 71 funds tracked by Wall St. Rank held Vintage Wine Estates, Inc. Common Stock as of Q1 2023.

Based on Dynamic Technology Lab's 13F filing for Q1 2023, filed 12 May 2023.