JWM
SBDS

JFG Wealth Management’s Solo Brands Inc SBDS Stock Holding History

JFG Wealth Management’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
Q2 		– Sell
-1,125
Closed -$97.7K – 77
2024
Q1 		$97.7K Buy
1,125
+500
+80% +$57.5K 0.03% 61
2023
Q4 		$154K Buy
+625
New +$122K 0.04% 80

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Prudential Financial
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MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return
AQR Capital Management
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BCM
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JFG Wealth Management's SBDS Position: Q2 2024 in Review

JFG Wealth Management sold out of Solo Brands Inc (SBDS) in Q2 2024, closing a stake of 1,125 shares — an estimated $97.7K sold.

JFG Wealth Management first reported a position in SBDS in Q4 2023 and held it in 2 quarters. The position peaked at $154K in Q4 2023. 90 funds tracked by Wall St. Rank hold SBDS as of Q2 2024.

  • JFG Wealth Management reported no remaining Solo Brands Inc position as of Q2 2024 after selling out during the quarter.
  • JFG Wealth Management sold 1,125 Solo Brands Inc shares in Q2 2024, an estimated $97.7K.
  • JFG Wealth Management first reported a position in Solo Brands Inc in Q4 2023 and held it in 2 quarters.
  • JFG Wealth Management's Solo Brands Inc position peaked at $154K in Q4 2023.
  • 90 funds tracked by Wall St. Rank held Solo Brands Inc as of Q2 2024.

Based on JFG Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.