EWA
BBIG

EP Wealth Advisors’s Vinco Ventures, Inc. Common Stock BBIG Stock Holding History

EP Wealth Advisors’s Portfolio BBIG Stock Details BBIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-459
Closed -$372K – 733
2023
Q1 		$372K Sell
459
-141
-24% -$1.49K 0.01% 450
2022
Q4 		$5.57K Hold
600
– – ﹤0.01% 620
2022
Q3 		$11K Buy
+600
New +$11.9K ﹤0.01% 341

Other funds holding BBIG

Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EP Wealth Advisors's BBIG Position: Q2 2023 in Review

EP Wealth Advisors sold out of Vinco Ventures, Inc. Common Stock (BBIG) in Q2 2023, closing a stake of 459 shares — an estimated $372K sold.

EP Wealth Advisors first reported a position in BBIG in Q3 2022 and held it in 3 quarters. The position peaked at $372K in Q1 2023. 37 funds tracked by Wall St. Rank hold BBIG as of Q2 2023.

  • EP Wealth Advisors reported no remaining Vinco Ventures, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • EP Wealth Advisors sold 459 Vinco Ventures, Inc. Common Stock shares in Q2 2023, an estimated $372K.
  • EP Wealth Advisors first reported a position in Vinco Ventures, Inc. Common Stock in Q3 2022 and held it in 3 quarters.
  • EP Wealth Advisors's Vinco Ventures, Inc. Common Stock position peaked at $372K in Q1 2023.
  • 37 funds tracked by Wall St. Rank held Vinco Ventures, Inc. Common Stock as of Q2 2023.

Based on EP Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.