HSBC Holdings
VWE

HSBC Holdings’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History

HSBC Holdings’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
2024
Q2 		– Sell
-10,170
Closed -$3.66K – 3216
2024
Q1 		$3.66K Hold
10,170
– – ﹤0.01% 3028
2023
Q4 		$5.2K Hold
10,170
– – ﹤0.01% 2701
2023
Q3 		$6.3K Hold
10,170
– – ﹤0.01% 2694
2023
Q2 		$8.99K Buy
10,170
+4
+0% +$5 ﹤0.01% 2535
2023
Q1 		$10.7K Hold
10,166
– – ﹤0.01% 2620
2022
Q4 		$32.2K Hold
10,166
– – ﹤0.01% 2993
2022
Q3 		$29K Sell
10,166
-1,669
-14% -$9.95K ﹤0.01% 2856
2022
Q2 		$92K Sell
11,835
-5,593
-32% -$51.5K ﹤0.01% 3050
2022
Q1 		$174K Hold
17,428
– – ﹤0.01% 3022
2021
Q4 		$203K Buy
+17,428
New +$184K ﹤0.01% 3034

Other funds holding VWE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

HSBC Holdings's VWE Position: Q2 2024 in Review

HSBC Holdings sold out of Vintage Wine Estates, Inc. Common Stock (VWE) in Q2 2024, closing a stake of 10,170 shares — an estimated $3.66K sold.

HSBC Holdings first reported a position in VWE in Q4 2021 and held it in 10 quarters. The position peaked at $203K in Q4 2021. 50 funds tracked by Wall St. Rank hold VWE as of Q2 2024.

  • HSBC Holdings reported no remaining Vintage Wine Estates, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • HSBC Holdings sold 10,170 Vintage Wine Estates, Inc. Common Stock shares in Q2 2024, an estimated $3.66K.
  • HSBC Holdings first reported a position in Vintage Wine Estates, Inc. Common Stock in Q4 2021 and held it in 10 quarters.
  • HSBC Holdings's Vintage Wine Estates, Inc. Common Stock position peaked at $203K in Q4 2021.
  • 50 funds tracked by Wall St. Rank held Vintage Wine Estates, Inc. Common Stock as of Q2 2024.

Based on HSBC Holdings's 13F filing for Q2 2024, filed 12 Aug 2024.