PFBT
SBDS

Parkside Financial Bank & Trust’s Solo Brands Inc SBDS Stock Holding History

Parkside Financial Bank & Trust’s Portfolio SBDS Stock Details SBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-128
Closed -$11.7K – 2156
2024
Q2 		$11.7K Buy
128
+5
+4% +$394 ﹤0.01% 1139
2024
Q1 		$10.7K Buy
123
+21
+21% +$2.41K ﹤0.01% 1154
2023
Q4 		$25.1K Buy
+102
New +$19.9K ﹤0.01% 916

Other funds holding SBDS

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Parkside Financial Bank & Trust's SBDS Position: Q3 2024 in Review

Parkside Financial Bank & Trust sold out of Solo Brands Inc (SBDS) in Q3 2024, closing a stake of 128 shares — an estimated $11.7K sold.

Parkside Financial Bank & Trust first reported a position in SBDS in Q4 2023 and held it in 3 quarters. The position peaked at $25.1K in Q4 2023. 90 funds tracked by Wall St. Rank hold SBDS as of Q3 2024.

  • Parkside Financial Bank & Trust reported no remaining Solo Brands Inc position as of Q3 2024 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 128 Solo Brands Inc shares in Q3 2024, an estimated $11.7K.
  • Parkside Financial Bank & Trust first reported a position in Solo Brands Inc in Q4 2023 and held it in 3 quarters.
  • Parkside Financial Bank & Trust's Solo Brands Inc position peaked at $25.1K in Q4 2023.
  • 90 funds tracked by Wall St. Rank held Solo Brands Inc as of Q3 2024.

Based on Parkside Financial Bank & Trust's 13F filing for Q3 2024, filed 7 Nov 2024.