One Wealth Advisors’s Sally Beauty Holdings SBH Stock Holding History

One Wealth Advisors’s Portfolio SBH Stock Details SBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,602	Closed	-$20.1K	–	515
2022 Q4	$20.1K	Buy	+1,602	New	+$19.7K	﹤0.01%	531
2019 Q2	–	Sell	-3,811	Closed	-$70K	–	409
2019 Q1	$70K	Buy	+3,811	New	+$68.1K	0.06%	210
2018 Q4	–	Sell	-4,512	Closed	-$83K	–	403
2018 Q3	$83K	Sell	4,512 -855	-16%	-$13.7K	0.06%	211
2018 Q2	$86K	Hold	5,367	–	–	0.07%	211
2018 Q1	$88K	Buy	5,367 +1,785	+50%	+$30.6K	0.08%	186
2017 Q4	$67K	Buy	+3,582	New	+$62.1K	0.05%	254

Other funds holding SBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

One Wealth Advisors's SBH Position: Q1 2023 in Review

One Wealth Advisors sold out of Sally Beauty Holdings (SBH) in Q1 2023, closing a stake of 1,602 shares — an estimated $20.1K sold.

One Wealth Advisors first reported a position in SBH in Q4 2017 and held it in 6 quarters. The position peaked at $88K in Q1 2018. 216 funds tracked by Wall St. Rank hold SBH as of Q1 2023.

One Wealth Advisors reported no remaining Sally Beauty Holdings position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 1,602 Sally Beauty Holdings shares in Q1 2023, an estimated $20.1K.
One Wealth Advisors first reported a position in Sally Beauty Holdings in Q4 2017 and held it in 6 quarters.
One Wealth Advisors's Sally Beauty Holdings position peaked at $88K in Q1 2018.
216 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.