LFA
VWE

LGT Financial Advisors’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History

LGT Financial Advisors’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
2024
Q3 		– Sell
-1,000
Closed -$139 – 802
2024
Q2 		$139 Hold
1,000
– – ﹤0.01% 761
2024
Q1 		$360 Hold
1,000
– – ﹤0.01% 767
2023
Q4 		$502 Hold
1,000
– – ﹤0.01% 814
2023
Q3 		$569 Buy
+1,000
New +$841 ﹤0.01% 896

Other funds holding VWE

ECM
EMC Capital Management Houston, Texas $225M AUM 25.8% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FNBT
FineMark National Bank & Trust Fort Myers, Florida $3.2B AUM 18.28% 1-Year Est. Return
VWA
VERITY Wealth Advisors Sausalito, United States $166M AUM 21.57% 1-Year Est. Return

LGT Financial Advisors's VWE Position: Q3 2024 in Review

LGT Financial Advisors sold out of Vintage Wine Estates, Inc. Common Stock (VWE) in Q3 2024, closing a stake of 1,000 shares — an estimated $139 sold.

LGT Financial Advisors first reported a position in VWE in Q3 2023 and held it in 4 quarters. The position peaked at $569 in Q3 2023. 8 funds tracked by Wall St. Rank hold VWE as of Q3 2024.

  • LGT Financial Advisors reported no remaining Vintage Wine Estates, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 1,000 Vintage Wine Estates, Inc. Common Stock shares in Q3 2024, an estimated $139.
  • LGT Financial Advisors first reported a position in Vintage Wine Estates, Inc. Common Stock in Q3 2023 and held it in 4 quarters.
  • LGT Financial Advisors's Vintage Wine Estates, Inc. Common Stock position peaked at $569 in Q3 2023.
  • 8 funds tracked by Wall St. Rank held Vintage Wine Estates, Inc. Common Stock as of Q3 2024.

Based on LGT Financial Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.