Forza Wealth Management’s Ferrari RACE Stock Holding History

Forza Wealth Management’s Portfolio RACE Stock Details RACE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-500	Closed	-$235K	–	190
2024 Q3	$235K	Hold	500	–	–	0.11%	167
2024 Q2	$204K	Hold	500	–	–	0.11%	164
2024 Q1	$218K	Buy	+500	New	+$194K	0.11%	160

Other funds holding RACE

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Forza Wealth Management's RACE Position: Q4 2024 in Review

Forza Wealth Management sold out of Ferrari (RACE) in Q4 2024, closing a stake of 500 shares — an estimated $235K sold.

Forza Wealth Management first reported a position in RACE in Q1 2024 and held it in 3 quarters. The position peaked at $235K in Q3 2024. 718 funds tracked by Wall St. Rank hold RACE as of Q4 2024.

Forza Wealth Management reported no remaining Ferrari position as of Q4 2024 after selling out during the quarter.
Forza Wealth Management sold 500 Ferrari shares in Q4 2024, an estimated $235K.
Forza Wealth Management first reported a position in Ferrari in Q1 2024 and held it in 3 quarters.
Forza Wealth Management's Ferrari position peaked at $235K in Q3 2024.
718 funds tracked by Wall St. Rank held Ferrari as of Q4 2024.

Based on Forza Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.