EWP
VWE

Elevation Wealth Partners’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History

Elevation Wealth Partners’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
2024
Q3 		– Sell
-1,000
Closed -$140 – 545
2024
Q2 		$140 Hold
1,000
– – ﹤0.01% 483
2024
Q1 		$360 Hold
1,000
– – ﹤0.01% 442
2023
Q4 		$569 Hold
1,000
– – ﹤0.01% 411
2023
Q3 		$569 Hold
1,000
– – ﹤0.01% 308
2023
Q2 		$856 Hold
1,000
– – ﹤0.01% 316
2023
Q1 		$1.07K Buy
+1,000
New +$2.07K ﹤0.01% 315

Other funds holding VWE

ECM
EMC Capital Management Houston, Texas $225M AUM 25.8% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FNBT
FineMark National Bank & Trust Fort Myers, Florida $3.2B AUM 18.28% 1-Year Est. Return
VWA
VERITY Wealth Advisors Sausalito, United States $166M AUM 21.57% 1-Year Est. Return

Elevation Wealth Partners's VWE Position: Q3 2024 in Review

Elevation Wealth Partners sold out of Vintage Wine Estates, Inc. Common Stock (VWE) in Q3 2024, closing a stake of 1,000 shares — an estimated $140 sold.

Elevation Wealth Partners first reported a position in VWE in Q1 2023 and held it in 6 quarters. The position peaked at $1.07K in Q1 2023. 8 funds tracked by Wall St. Rank hold VWE as of Q3 2024.

  • Elevation Wealth Partners reported no remaining Vintage Wine Estates, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
  • Elevation Wealth Partners sold 1,000 Vintage Wine Estates, Inc. Common Stock shares in Q3 2024, an estimated $140.
  • Elevation Wealth Partners first reported a position in Vintage Wine Estates, Inc. Common Stock in Q1 2023 and held it in 6 quarters.
  • Elevation Wealth Partners's Vintage Wine Estates, Inc. Common Stock position peaked at $1.07K in Q1 2023.
  • 8 funds tracked by Wall St. Rank held Vintage Wine Estates, Inc. Common Stock as of Q3 2024.

Based on Elevation Wealth Partners's 13F filing for Q3 2024, filed 4 Oct 2024.