RWM
SBDS

Ritholtz Wealth Management’s Solo Brands Inc SBDS Stock Holding History

Ritholtz Wealth Management’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
-352
Closed -$32.1K – 927
2024
Q2 		$32.1K Sell
352
-2
-0.6% -$158 ﹤0.01% 820
2024
Q1 		$30.7K Sell
354
-441
-55% -$50.7K ﹤0.01% 786
2023
Q4 		$196K Sell
795
-117
-13% -$22.8K 0.01% 706
2023
Q3 		$186K Buy
+912
New +$199K 0.01% 646

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 $5.72T AUM 30.48% 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

Ritholtz Wealth Management's SBDS Position: Q3 2024 in Review

Ritholtz Wealth Management sold out of Solo Brands Inc (SBDS) in Q3 2024, closing a stake of 352 shares — an estimated $32.1K sold.

Ritholtz Wealth Management first reported a position in SBDS in Q3 2023 and held it in 4 quarters. The position peaked at $196K in Q4 2023. 90 funds tracked by Wall St. Rank hold SBDS as of Q3 2024.

  • Ritholtz Wealth Management reported no remaining Solo Brands Inc position as of Q3 2024 after selling out during the quarter.
  • Ritholtz Wealth Management sold 352 Solo Brands Inc shares in Q3 2024, an estimated $32.1K.
  • Ritholtz Wealth Management first reported a position in Solo Brands Inc in Q3 2023 and held it in 4 quarters.
  • Ritholtz Wealth Management's Solo Brands Inc position peaked at $196K in Q4 2023.
  • 90 funds tracked by Wall St. Rank held Solo Brands Inc as of Q3 2024.

Based on Ritholtz Wealth Management's 13F filing for Q3 2024, filed 10 Oct 2024.