FDS
SBDS

First Dallas Securities’s Solo Brands Inc SBDS Stock Holding History

First Dallas Securities’s Portfolio SBDS Stock Details SBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-14,793
Closed -$3.02M – 188
2023
Q3 		$3.02M Buy
+14,793
New +$3.23M 0.69% 51

Other funds holding SBDS

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

First Dallas Securities's SBDS Position: Q4 2023 in Review

First Dallas Securities sold out of Solo Brands Inc (SBDS) in Q4 2023, closing a stake of 14,793 shares — an estimated $3.02M sold.

First Dallas Securities first reported a position in SBDS in Q3 2023 and held it in 1 quarter. The position peaked at $3.02M in Q3 2023. 118 funds tracked by Wall St. Rank hold SBDS as of Q4 2023.

  • First Dallas Securities reported no remaining Solo Brands Inc position as of Q4 2023 after selling out during the quarter.
  • First Dallas Securities sold 14,793 Solo Brands Inc shares in Q4 2023, an estimated $3.02M.
  • First Dallas Securities first reported a position in Solo Brands Inc in Q3 2023 and held it in 1 quarter.
  • First Dallas Securities's Solo Brands Inc position peaked at $3.02M in Q3 2023.
  • 118 funds tracked by Wall St. Rank held Solo Brands Inc as of Q4 2023.

Based on First Dallas Securities's 13F filing for Q4 2023, filed 13 Feb 2024.