LI
VWE

LRI Investments’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History

LRI Investments’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
-10,000
Closed -$1.39K – 1214
2024
Q2 		$1.39K Hold
10,000
– – ﹤0.01% 1082
2024
Q1 		$3.6K Buy
+10,000
New +$4.55K ﹤0.01% 678

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

LRI Investments's VWE Position: Q3 2024 in Review

LRI Investments sold out of Vintage Wine Estates, Inc. Common Stock (VWE) in Q3 2024, closing a stake of 10,000 shares — an estimated $1.39K sold.

LRI Investments first reported a position in VWE in Q1 2024 and held it in 2 quarters. The position peaked at $3.6K in Q1 2024. 8 funds tracked by Wall St. Rank hold VWE as of Q3 2024.

  • LRI Investments reported no remaining Vintage Wine Estates, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
  • LRI Investments sold 10,000 Vintage Wine Estates, Inc. Common Stock shares in Q3 2024, an estimated $1.39K.
  • LRI Investments first reported a position in Vintage Wine Estates, Inc. Common Stock in Q1 2024 and held it in 2 quarters.
  • LRI Investments's Vintage Wine Estates, Inc. Common Stock position peaked at $3.6K in Q1 2024.
  • 8 funds tracked by Wall St. Rank held Vintage Wine Estates, Inc. Common Stock as of Q3 2024.

Based on LRI Investments's 13F filing for Q3 2024, filed 15 Nov 2024.