Focused Wealth Management’s Vital Farms VITL Stock Holding History

Focused Wealth Management’s Portfolio VITL Stock Details VITL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-275	Closed	-$3K	–	1177
2022 Q3	$3K	Hold	275	–	–	﹤0.01%	727
2022 Q2	$2K	Hold	275	–	–	﹤0.01%	768
2022 Q1	$3K	Hold	275	–	–	﹤0.01%	762
2021 Q4	$5K	Hold	275	–	–	﹤0.01%	711
2021 Q3	$5K	Hold	275	–	–	﹤0.01%	727
2021 Q2	$5K	Hold	275	–	–	﹤0.01%	733
2021 Q1	$6K	Hold	275	–	–	﹤0.01%	693
2020 Q4	$7K	Buy	+275	New	+$8.69K	﹤0.01%	619

Other funds holding VITL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACI

Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Focused Wealth Management's VITL Position: Q4 2022 in Review

Focused Wealth Management sold out of Vital Farms (VITL) in Q4 2022, closing a stake of 275 shares — an estimated $3K sold.

Focused Wealth Management first reported a position in VITL in Q4 2020 and held it in 8 quarters. The position peaked at $7K in Q4 2020. 120 funds tracked by Wall St. Rank hold VITL as of Q4 2022.

Focused Wealth Management reported no remaining Vital Farms position as of Q4 2022 after selling out during the quarter.
Focused Wealth Management sold 275 Vital Farms shares in Q4 2022, an estimated $3K.
Focused Wealth Management first reported a position in Vital Farms in Q4 2020 and held it in 8 quarters.
Focused Wealth Management's Vital Farms position peaked at $7K in Q4 2020.
120 funds tracked by Wall St. Rank held Vital Farms as of Q4 2022.

Based on Focused Wealth Management's 13F filing for Q4 2022, filed 13 Jan 2023.