Koshinski Asset Management
VWE

Koshinski Asset Management’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History

Koshinski Asset Management’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
2021
Q4 		– Sell
-35,780
Closed -$365K – 2266
2021
Q3 		$365K Buy
+35,780
New +$373K 0.03% 457
2021
Q2 		– Sell
-81,513
Closed -$812K – 637
2021
Q1 		$812K Buy
+81,513
New +$819K 0.09% 265

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
RCMC
RK Capital Management (Colorado) Denver, Colorado $324K AUM 47.52% 1-Year Est. Return
CC
Caspian Capital New York $103M AUM
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
ECM
EMC Capital Management Houston, Texas $225M AUM 25.8% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Koshinski Asset Management's VWE Position: Q4 2021 in Review

Koshinski Asset Management sold out of Vintage Wine Estates, Inc. Common Stock (VWE) in Q4 2021, closing a stake of 35,780 shares — an estimated $365K sold.

Koshinski Asset Management first reported a position in VWE in Q1 2021 and held it in 2 quarters. The position peaked at $812K in Q1 2021. 66 funds tracked by Wall St. Rank hold VWE as of Q4 2021.

  • Koshinski Asset Management reported no remaining Vintage Wine Estates, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • Koshinski Asset Management sold 35,780 Vintage Wine Estates, Inc. Common Stock shares in Q4 2021, an estimated $365K.
  • Koshinski Asset Management first reported a position in Vintage Wine Estates, Inc. Common Stock in Q1 2021 and held it in 2 quarters.
  • Koshinski Asset Management's Vintage Wine Estates, Inc. Common Stock position peaked at $812K in Q1 2021.
  • 66 funds tracked by Wall St. Rank held Vintage Wine Estates, Inc. Common Stock as of Q4 2021.

Based on Koshinski Asset Management's 13F filing for Q4 2021, filed 14 Jan 2022.