LAS
SBDS

Lloyd Advisory Services’s Solo Brands Inc SBDS Stock Holding History

Lloyd Advisory Services’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
2023
Q4 		– Sell
-2,250
Closed -$459K – 350
2023
Q3 		$459K Buy
+2,250
New +$491K 0.15% 140

Other funds holding SBDS

SP
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HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

Lloyd Advisory Services's SBDS Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Solo Brands Inc (SBDS) in Q4 2023, closing a stake of 2,250 shares — an estimated $459K sold.

Lloyd Advisory Services first reported a position in SBDS in Q3 2023 and held it in 1 quarter. The position peaked at $459K in Q3 2023. 118 funds tracked by Wall St. Rank hold SBDS as of Q4 2023.

  • Lloyd Advisory Services reported no remaining Solo Brands Inc position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 2,250 Solo Brands Inc shares in Q4 2023, an estimated $459K.
  • Lloyd Advisory Services first reported a position in Solo Brands Inc in Q3 2023 and held it in 1 quarter.
  • Lloyd Advisory Services's Solo Brands Inc position peaked at $459K in Q3 2023.
  • 118 funds tracked by Wall St. Rank held Solo Brands Inc as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.