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IronBridge Private Wealth’s Sally Beauty Holdings SBH Stock Holding History

IronBridge Private Wealth’s Portfolio SBH Stock Details SBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-300
Closed -$6K – 245
2021
Q4 		$6K Hold
300
– – ﹤0.01% 229
2021
Q3 		$5K Hold
300
– – ﹤0.01% 213
2021
Q2 		$7K Hold
300
– – ﹤0.01% 186
2021
Q1 		$6K Sell
300
-153
-34% -$2.56K ﹤0.01% 199
2020
Q4 		$6K Buy
+453
New +$4.84K ﹤0.01% 180

Other funds holding SBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

IronBridge Private Wealth's SBH Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Sally Beauty Holdings (SBH) in Q1 2022, closing a stake of 300 shares — an estimated $6K sold.

IronBridge Private Wealth first reported a position in SBH in Q4 2020 and held it in 5 quarters. The position peaked at $7K in Q2 2021. 211 funds tracked by Wall St. Rank hold SBH as of Q1 2022.

  • IronBridge Private Wealth reported no remaining Sally Beauty Holdings position as of Q1 2022 after selling out during the quarter.
  • IronBridge Private Wealth sold 300 Sally Beauty Holdings shares in Q1 2022, an estimated $6K.
  • IronBridge Private Wealth first reported a position in Sally Beauty Holdings in Q4 2020 and held it in 5 quarters.
  • IronBridge Private Wealth's Sally Beauty Holdings position peaked at $7K in Q2 2021.
  • 211 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.