LIG
SBDS

Lokken Investment Group’s Solo Brands Inc SBDS Stock Holding History

Lokken Investment Group’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
Q3 		– Sell
-1,250
Closed -$114K – 162
2024
Q2 		$114K Hold
1,250
– – 0.05% 146
2024
Q1 		$109K Buy
+1,250
New +$144K 0.05% 139

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Vanguard Group
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BlackRock
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MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return
Prudential Financial
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BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SEI Investments
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Lokken Investment Group's SBDS Position: Q3 2024 in Review

Lokken Investment Group sold out of Solo Brands Inc (SBDS) in Q3 2024, closing a stake of 1,250 shares — an estimated $114K sold.

Lokken Investment Group first reported a position in SBDS in Q1 2024 and held it in 2 quarters. The position peaked at $114K in Q2 2024. 90 funds tracked by Wall St. Rank hold SBDS as of Q3 2024.

  • Lokken Investment Group reported no remaining Solo Brands Inc position as of Q3 2024 after selling out during the quarter.
  • Lokken Investment Group sold 1,250 Solo Brands Inc shares in Q3 2024, an estimated $114K.
  • Lokken Investment Group first reported a position in Solo Brands Inc in Q1 2024 and held it in 2 quarters.
  • Lokken Investment Group's Solo Brands Inc position peaked at $114K in Q2 2024.
  • 90 funds tracked by Wall St. Rank held Solo Brands Inc as of Q3 2024.

Based on Lokken Investment Group's 13F filing for Q3 2024, filed 12 Nov 2024.