Sage Private Wealth Group’s Vital Farms VITL Stock Holding History

Sage Private Wealth Group’s Portfolio VITL Stock Details VITL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-4,993	Closed	-$109K	–	167
2021 Q1	$109K	Buy	4,993 +626	+14%	+$16.4K	0.19%	64
2020 Q4	$111K	Buy	+4,367	New	+$138K	0.31%	57

Other funds holding VITL

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

EAM

Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

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

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

ACI

Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Sage Private Wealth Group's VITL Position: Q2 2021 in Review

Sage Private Wealth Group sold out of Vital Farms (VITL) in Q2 2021, closing a stake of 4,993 shares — an estimated $109K sold.

Sage Private Wealth Group first reported a position in VITL in Q4 2020 and held it in 2 quarters. The position peaked at $111K in Q4 2020. 98 funds tracked by Wall St. Rank hold VITL as of Q2 2021.

Sage Private Wealth Group reported no remaining Vital Farms position as of Q2 2021 after selling out during the quarter.
Sage Private Wealth Group sold 4,993 Vital Farms shares in Q2 2021, an estimated $109K.
Sage Private Wealth Group first reported a position in Vital Farms in Q4 2020 and held it in 2 quarters.
Sage Private Wealth Group's Vital Farms position peaked at $111K in Q4 2020.
98 funds tracked by Wall St. Rank held Vital Farms as of Q2 2021.

Based on Sage Private Wealth Group's 13F filing for Q2 2021, filed 16 Aug 2021.