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Patriot Financial Group Insurance Agency’s Sally Beauty Holdings SBH Stock Holding History

Patriot Financial Group Insurance Agency’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
2020
Q2 		– Sell
-350
Closed -$3K – 1815
2020
Q1 		$3K Sell
350
-2,050
-85% -$27.2K ﹤0.01% 1242
2019
Q4 		$44K Hold
2,400
– – 0.02% 504
2019
Q3 		$36K Buy
+2,400
New +$31.4K 0.02% 500

Other funds holding SBH

ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SBH Position: Q2 2020 in Review

Patriot Financial Group Insurance Agency sold out of Sally Beauty Holdings (SBH) in Q2 2020, closing a stake of 350 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in SBH in Q3 2019 and held it in 3 quarters. The position peaked at $44K in Q4 2019. 211 funds tracked by Wall St. Rank hold SBH as of Q2 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Sally Beauty Holdings position as of Q2 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 350 Sally Beauty Holdings shares in Q2 2020, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in Sally Beauty Holdings in Q3 2019 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Sally Beauty Holdings position peaked at $44K in Q4 2019.
  • 211 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q2 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2020, filed 10 Jul 2020.