HighTower Advisors
VWE

HighTower Advisors’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History

HighTower Advisors’s Portfolio VWE Stock Details VWE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-11,154
Closed -$108K – 3611
2022
Q1 		$108K Hold
11,154
– – ﹤0.01% 2975
2021
Q4 		$132K Sell
11,154
-2,250
-17% -$23.7K ﹤0.01% 2876
2021
Q3 		$138K Hold
13,404
– – ﹤0.01% 2803
2021
Q2 		$161K Buy
13,404
+2,854
+27% +$30.4K ﹤0.01% 2712
2021
Q1 		$105K Buy
+10,550
New +$106K ﹤0.01% 2749

Other funds holding VWE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCMC
RK Capital Management (Colorado) Denver, Colorado $324K AUM 47.52% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

HighTower Advisors's VWE Position: Q2 2022 in Review

HighTower Advisors sold out of Vintage Wine Estates, Inc. Common Stock (VWE) in Q2 2022, closing a stake of 11,154 shares — an estimated $108K sold.

HighTower Advisors first reported a position in VWE in Q1 2021 and held it in 5 quarters. The position peaked at $161K in Q2 2021. 85 funds tracked by Wall St. Rank hold VWE as of Q2 2022.

  • HighTower Advisors reported no remaining Vintage Wine Estates, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • HighTower Advisors sold 11,154 Vintage Wine Estates, Inc. Common Stock shares in Q2 2022, an estimated $108K.
  • HighTower Advisors first reported a position in Vintage Wine Estates, Inc. Common Stock in Q1 2021 and held it in 5 quarters.
  • HighTower Advisors's Vintage Wine Estates, Inc. Common Stock position peaked at $161K in Q2 2021.
  • 85 funds tracked by Wall St. Rank held Vintage Wine Estates, Inc. Common Stock as of Q2 2022.

Based on HighTower Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.