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LGT Financial Advisors’s Splash Beverage Group SBEV Stock Holding History

LGT Financial Advisors’s Portfolio SBEV Stock Details SBEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,419
Closed -$57.1K – 965
2023
Q3 		$57.1K Buy
+2,419
New +$78.3K 0.07% 207

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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LGT Financial Advisors's SBEV Position: Q4 2023 in Review

LGT Financial Advisors sold out of Splash Beverage Group (SBEV) in Q4 2023, closing a stake of 2,419 shares — an estimated $57.1K sold.

LGT Financial Advisors first reported a position in SBEV in Q3 2023 and held it in 1 quarter. The position peaked at $57.1K in Q3 2023. 29 funds tracked by Wall St. Rank hold SBEV as of Q4 2023.

  • LGT Financial Advisors reported no remaining Splash Beverage Group position as of Q4 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 2,419 Splash Beverage Group shares in Q4 2023, an estimated $57.1K.
  • LGT Financial Advisors first reported a position in Splash Beverage Group in Q3 2023 and held it in 1 quarter.
  • LGT Financial Advisors's Splash Beverage Group position peaked at $57.1K in Q3 2023.
  • 29 funds tracked by Wall St. Rank held Splash Beverage Group as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.