FFS
SBDS

Founders Financial Securities’s Solo Brands Inc SBDS Stock Holding History

Founders Financial 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
2024
Q4 		– Sell
-250
Closed -$14.1K – 468
2024
Q3 		$14.1K Hold
250
– – ﹤0.01% 425
2024
Q2 		$22.8K Buy
+250
New +$19.7K ﹤0.01% 418

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
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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Founders Financial Securities's SBDS Position: Q4 2024 in Review

Founders Financial Securities sold out of Solo Brands Inc (SBDS) in Q4 2024, closing a stake of 250 shares — an estimated $14.1K sold.

Founders Financial Securities first reported a position in SBDS in Q2 2024 and held it in 2 quarters. The position peaked at $22.8K in Q2 2024. 82 funds tracked by Wall St. Rank hold SBDS as of Q4 2024.

  • Founders Financial Securities reported no remaining Solo Brands Inc position as of Q4 2024 after selling out during the quarter.
  • Founders Financial Securities sold 250 Solo Brands Inc shares in Q4 2024, an estimated $14.1K.
  • Founders Financial Securities first reported a position in Solo Brands Inc in Q2 2024 and held it in 2 quarters.
  • Founders Financial Securities's Solo Brands Inc position peaked at $22.8K in Q2 2024.
  • 82 funds tracked by Wall St. Rank held Solo Brands Inc as of Q4 2024.

Based on Founders Financial Securities's 13F filing for Q4 2024, filed 10 Feb 2025.