OFW
BID

Omnia Family Wealth’s Sotheby's BID Stock Holding History

Omnia Family Wealth’s Portfolio BID Stock Details BID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-40
Closed -$2K – 592
2019
Q1 		$2K Hold
40
– – ﹤0.01% 512
2018
Q4 		$2K Hold
40
– – ﹤0.01% 469
2018
Q3 		$2K Hold
40
– – ﹤0.01% 516
2018
Q2 		$2K Hold
40
– – ﹤0.01% 494
2018
Q1 		$2K Hold
40
– – ﹤0.01% 512
2017
Q4 		$2K Hold
40
– – ﹤0.01% 534
2017
Q3 		$2K Hold
40
– – ﹤0.01% 537
2017
Q2 		$2K Hold
40
– – ﹤0.01% 641
2017
Q1 		$2K Hold
40
– – ﹤0.01% 641
2016
Q4 		$2K Buy
+40
New +$1.52K ﹤0.01% 648

Other funds holding BID

TAMH
Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return

Omnia Family Wealth's BID Position: Q2 2019 in Review

Omnia Family Wealth sold out of Sotheby's (BID) in Q2 2019, closing a stake of 40 shares — an estimated $2K sold.

Omnia Family Wealth first reported a position in BID in Q4 2016 and held it in 10 quarters. The position peaked at $2K in Q1 2019. 210 funds tracked by Wall St. Rank hold BID as of Q2 2019.

  • Omnia Family Wealth reported no remaining Sotheby's position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 40 Sotheby's shares in Q2 2019, an estimated $2K.
  • Omnia Family Wealth first reported a position in Sotheby's in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Sotheby's position peaked at $2K in Q1 2019.
  • 210 funds tracked by Wall St. Rank held Sotheby's as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.