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Mowery & Schoenfeld Wealth Management’s Ferrari RACE Stock Holding History

Mowery & Schoenfeld Wealth Management’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
2024
Q3 		– Sell
-89
Closed -$36.3K – 258
2024
Q2 		$36.3K Buy
+89
New +$37K 0.05% 115

Other funds holding RACE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's RACE Position: Q3 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of Ferrari (RACE) in Q3 2024, closing a stake of 89 shares — an estimated $36.3K sold.

Mowery & Schoenfeld Wealth Management first reported a position in RACE in Q2 2024 and held it in 1 quarter. The position peaked at $36.3K in Q2 2024. 702 funds tracked by Wall St. Rank hold RACE as of Q3 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining Ferrari position as of Q3 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 89 Ferrari shares in Q3 2024, an estimated $36.3K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Ferrari in Q2 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Ferrari position peaked at $36.3K in Q2 2024.
  • 702 funds tracked by Wall St. Rank held Ferrari as of Q3 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q3 2024, filed 23 Oct 2024.