FGAM
BID

Financial Gravity Asset Management’s Sotheby's BID Stock Holding History

Financial Gravity Asset Management’s Portfolio BID Stock Details BID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-32
Closed -$2K – 1704
2018
Q1 		$2K Buy
+32
New +$1.63K ﹤0.01% 1033

Other funds holding BID

TAMH
Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Gravity Asset Management's BID Position: Q2 2018 in Review

Financial Gravity Asset Management sold out of Sotheby's (BID) in Q2 2018, closing a stake of 32 shares — an estimated $2K sold.

Financial Gravity Asset Management first reported a position in BID in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 219 funds tracked by Wall St. Rank hold BID as of Q2 2018.

  • Financial Gravity Asset Management reported no remaining Sotheby's position as of Q2 2018 after selling out during the quarter.
  • Financial Gravity Asset Management sold 32 Sotheby's shares in Q2 2018, an estimated $2K.
  • Financial Gravity Asset Management first reported a position in Sotheby's in Q1 2018 and held it in 1 quarter.
  • Financial Gravity Asset Management's Sotheby's position peaked at $2K in Q1 2018.
  • 219 funds tracked by Wall St. Rank held Sotheby's as of Q2 2018.

Based on Financial Gravity Asset Management's 13F filing for Q2 2018, filed 14 Aug 2018.