EGM
VWE

Engineers Gate Manager’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History

Engineers Gate Manager’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
-14,456
Closed -$2.01K – 2483
2024
Q2 		$2.01K Hold
14,456
– – ﹤0.01% 1877
2024
Q1 		$5.2K Hold
14,456
– – ﹤0.01% 1862
2023
Q4 		$7.26K Hold
14,456
– – ﹤0.01% 1927
2023
Q3 		$8.22K Buy
+14,456
New +$12.2K ﹤0.01% 1731

Other funds holding VWE

ECM
EMC Capital Management Houston, Texas $225M AUM 25.8% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.28B AUM 38.1% 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

Engineers Gate Manager's VWE Position: Q3 2024 in Review

Engineers Gate Manager sold out of Vintage Wine Estates, Inc. Common Stock (VWE) in Q3 2024, closing a stake of 14,456 shares — an estimated $2.01K sold.

Engineers Gate Manager first reported a position in VWE in Q3 2023 and held it in 4 quarters. The position peaked at $8.22K in Q3 2023. 8 funds tracked by Wall St. Rank hold VWE as of Q3 2024.

  • Engineers Gate Manager reported no remaining Vintage Wine Estates, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
  • Engineers Gate Manager sold 14,456 Vintage Wine Estates, Inc. Common Stock shares in Q3 2024, an estimated $2.01K.
  • Engineers Gate Manager first reported a position in Vintage Wine Estates, Inc. Common Stock in Q3 2023 and held it in 4 quarters.
  • Engineers Gate Manager's Vintage Wine Estates, Inc. Common Stock position peaked at $8.22K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held Vintage Wine Estates, Inc. Common Stock as of Q3 2024.

Based on Engineers Gate Manager's 13F filing for Q3 2024, filed 14 Nov 2024.