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Financial Gravity Asset Management’s Birkenstock BIRK Stock Holding History

Financial Gravity Asset Management’s Portfolio BIRK Stock Details BIRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-43
Closed -$2.04K – 1454
2024
Q1 		$2.04K Buy
+43
New +$2.05K ﹤0.01% 675

Other funds holding BIRK

CMC
Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Gravity Asset Management's BIRK Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Birkenstock (BIRK) in Q2 2024, closing a stake of 43 shares — an estimated $2.04K sold.

Financial Gravity Asset Management first reported a position in BIRK in Q1 2024 and held it in 1 quarter. The position peaked at $2.04K in Q1 2024. 176 funds tracked by Wall St. Rank hold BIRK as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Birkenstock position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 43 Birkenstock shares in Q2 2024, an estimated $2.04K.
  • Financial Gravity Asset Management first reported a position in Birkenstock in Q1 2024 and held it in 1 quarter.
  • Financial Gravity Asset Management's Birkenstock position peaked at $2.04K in Q1 2024.
  • 176 funds tracked by Wall St. Rank held Birkenstock as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.