RJFSA
VWE

Raymond James Financial Services Advisors’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History

Raymond James Financial Services Advisors’s Portfolio VWE Stock Details VWE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$22 Buy
+11,000
New +$1.27K ﹤0.01% 3437

Other funds holding VWE

ECM
EMC Capital Management Houston, Texas $253M AUM
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
FNBT
FineMark National Bank & Trust Fort Myers, Florida $3.2B AUM 18.28% 1-Year Est. Return
VWA
VERITY Wealth Advisors Sausalito, United States $166M AUM 21.57% 1-Year Est. Return

Raymond James Financial Services Advisors's VWE Position: Q3 2024 in Review

Raymond James Financial Services Advisors opened a new position in Vintage Wine Estates, Inc. Common Stock (VWE) in Q3 2024: 11,000 shares worth $22. The stake represents ﹤0.01% of the portfolio and ranks #3437 among its holdings.

8 funds tracked by Wall St. Rank hold VWE as of Q3 2024.

  • Raymond James Financial Services Advisors held 11,000 shares of Vintage Wine Estates, Inc. Common Stock worth $22 as of Q3 2024.
  • Vintage Wine Estates, Inc. Common Stock was a new Raymond James Financial Services Advisors position in Q3 2024.
  • Vintage Wine Estates, Inc. Common Stock made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3437 holding.
  • 8 funds tracked by Wall St. Rank held Vintage Wine Estates, Inc. Common Stock as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.