Federated Hermes
VWE

Federated Hermes’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History

Federated Hermes’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
-2,433
Closed -$339 – 2207
2024
Q2 		$339 Hold
2,433
– – ﹤0.01% 1982
2024
Q1 		$876 Sell
2,433
-3,278
-57% -$1.49K ﹤0.01% 1964
2023
Q4 		$2.87K Buy
5,711
+806
+16% +$459 ﹤0.01% 1907
2023
Q3 		$2.79K Buy
4,905
+92
+2% +$77 ﹤0.01% 1937
2023
Q2 		$4.12K Buy
4,813
+1,155
+32% +$1.34K ﹤0.01% 1919
2023
Q1 		$3.91K Buy
+3,658
New +$7.56K ﹤0.01% 1956

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

Federated Hermes's VWE Position: Q3 2024 in Review

Federated Hermes sold out of Vintage Wine Estates, Inc. Common Stock (VWE) in Q3 2024, closing a stake of 2,433 shares — an estimated $339 sold.

Federated Hermes first reported a position in VWE in Q1 2023 and held it in 6 quarters. The position peaked at $4.12K in Q2 2023. 8 funds tracked by Wall St. Rank hold VWE as of Q3 2024.

  • Federated Hermes reported no remaining Vintage Wine Estates, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
  • Federated Hermes sold 2,433 Vintage Wine Estates, Inc. Common Stock shares in Q3 2024, an estimated $339.
  • Federated Hermes first reported a position in Vintage Wine Estates, Inc. Common Stock in Q1 2023 and held it in 6 quarters.
  • Federated Hermes's Vintage Wine Estates, Inc. Common Stock position peaked at $4.12K in Q2 2023.
  • 8 funds tracked by Wall St. Rank held Vintage Wine Estates, Inc. Common Stock as of Q3 2024.

Based on Federated Hermes's 13F filing for Q3 2024, filed 13 Nov 2024.