LIS
SBDS

Legacy Investment Solutions’s Solo Brands Inc SBDS Stock Holding History

Legacy Investment Solutions’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
Q4 		$1.15K Sell
32
-11
-26% -$545 ﹤0.01% 576
2024
Q3 		$2.04K Buy
+43
New +$3.06K ﹤0.01% 480

Other funds holding SBDS

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $672M AUM 71.14% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Legacy Investment Solutions's SBDS Position: Q4 2024 in Review

Legacy Investment Solutions reduced its Solo Brands Inc (SBDS) stake by 26% in Q4 2024, selling an estimated $545 and leaving 32 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Legacy Investment Solutions first reported a position in SBDS in Q3 2024 and has held it in 2 quarters since. The position peaked at $2.04K in Q3 2024. 82 funds tracked by Wall St. Rank hold SBDS as of Q4 2024.

  • Legacy Investment Solutions held 32 shares of Solo Brands Inc worth $1.15K as of Q4 2024.
  • Legacy Investment Solutions sold 11 Solo Brands Inc shares in Q4 2024, an estimated $545.
  • Solo Brands Inc made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q4 2024, its #576 holding.
  • Legacy Investment Solutions first reported a position in Solo Brands Inc in Q3 2024 and has held it in 2 quarters since.
  • Legacy Investment Solutions's Solo Brands Inc position peaked at $2.04K in Q3 2024.
  • 82 funds tracked by Wall St. Rank held Solo Brands Inc as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.