Monograph Wealth Advisors’s Ferrari RACE Stock Holding History

Monograph Wealth Advisors’s Portfolio RACE Stock Details RACE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,500	Closed	-$443K	–	132
2023 Q3	$443K	Buy	+1,500	New	+$466K	0.09%	73

Other funds holding RACE

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Monograph Wealth Advisors's RACE Position: Q4 2023 in Review

Monograph Wealth Advisors sold out of Ferrari (RACE) in Q4 2023, closing a stake of 1,500 shares — an estimated $443K sold.

Monograph Wealth Advisors first reported a position in RACE in Q3 2023 and held it in 1 quarter. The position peaked at $443K in Q3 2023. 575 funds tracked by Wall St. Rank hold RACE as of Q4 2023.

Monograph Wealth Advisors reported no remaining Ferrari position as of Q4 2023 after selling out during the quarter.
Monograph Wealth Advisors sold 1,500 Ferrari shares in Q4 2023, an estimated $443K.
Monograph Wealth Advisors first reported a position in Ferrari in Q3 2023 and held it in 1 quarter.
Monograph Wealth Advisors's Ferrari position peaked at $443K in Q3 2023.
575 funds tracked by Wall St. Rank held Ferrari as of Q4 2023.

Based on Monograph Wealth Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.