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Focused Wealth Management’s Sally Beauty Holdings SBH Stock Holding History

Focused Wealth Management’s Portfolio SBH Stock Details SBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-437
Closed -$5.8K – 815
2023
Q4 		$5.8K Hold
437
– – ﹤0.01% 638
2023
Q3 		$3.66K Hold
437
– – ﹤0.01% 691
2023
Q2 		$5.4K Hold
437
– – ﹤0.01% 654
2023
Q1 		$6.81K Hold
437
– – ﹤0.01% 608
2022
Q4 		$5.47K Hold
437
– – ﹤0.01% 628
2022
Q3 		$6K Hold
437
– – ﹤0.01% 602
2022
Q2 		$5K Hold
437
– – ﹤0.01% 621
2022
Q1 		$7K Hold
437
– – ﹤0.01% 616
2021
Q4 		$8K Hold
437
– – ﹤0.01% 633
2021
Q3 		$7K Hold
437
– – ﹤0.01% 666
2021
Q2 		$10K Hold
437
– – ﹤0.01% 611
2021
Q1 		$9K Hold
437
– – ﹤0.01% 619
2020
Q4 		$6K Hold
437
– – ﹤0.01% 640
2020
Q3 		$4K Hold
437
– – ﹤0.01% 644
2020
Q2 		$5K Hold
437
– – ﹤0.01% 595
2020
Q1 		$4K Hold
437
– – ﹤0.01% 554
2019
Q4 		$8K Hold
437
– – ﹤0.01% 525
2019
Q3 		$7K Hold
437
– – ﹤0.01% 533
2019
Q2 		$6K Hold
437
– – ﹤0.01% 584
2019
Q1 		$8K Hold
437
– – ﹤0.01% 494
2018
Q4 		$7K Hold
437
– – ﹤0.01% 501
2018
Q3 		$8K Hold
437
– – ﹤0.01% 473
2018
Q2 		$7K Hold
437
– – ﹤0.01% 487
2018
Q1 		$7K Hold
437
– – ﹤0.01% 527
2017
Q4 		$8K Hold
437
– – ﹤0.01% 504
2017
Q3 		$9K Hold
437
– – ﹤0.01% 456
2017
Q2 		$9K Hold
437
– – ﹤0.01% 492
2017
Q1 		$9K Hold
437
– – ﹤0.01% 477
2016
Q4 		$12K Hold
437
– – 0.01% 454
2016
Q3 		$11K Hold
437
– – ﹤0.01% 432
2016
Q2 		$13K Hold
437
– – 0.01% 410
2016
Q1 		$14K Buy
+437
New +$13K 0.01% 350

Other funds holding SBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Focused Wealth Management's SBH Position: Q1 2024 in Review

Focused Wealth Management sold out of Sally Beauty Holdings (SBH) in Q1 2024, closing a stake of 437 shares — an estimated $5.8K sold.

Focused Wealth Management first reported a position in SBH in Q1 2016 and held it in 32 quarters. The position peaked at $14K in Q1 2016. 229 funds tracked by Wall St. Rank hold SBH as of Q1 2024.

  • Focused Wealth Management reported no remaining Sally Beauty Holdings position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 437 Sally Beauty Holdings shares in Q1 2024, an estimated $5.8K.
  • Focused Wealth Management first reported a position in Sally Beauty Holdings in Q1 2016 and held it in 32 quarters.
  • Focused Wealth Management's Sally Beauty Holdings position peaked at $14K in Q1 2016.
  • 229 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.