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San Luis Wealth Advisors’s Steven Madden SHOO Stock Holding History

San Luis Wealth Advisors’s Portfolio SHOO Stock Details SHOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-20,500
Closed -$670K – 143
2023
Q2 		$670K Sell
20,500
-2,974
-13% -$99.2K 0.24% 101
2023
Q1 		$845K Buy
+23,474
New +$813K 0.32% 83

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Vanguard Group
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

San Luis Wealth Advisors's SHOO Position: Q3 2023 in Review

San Luis Wealth Advisors sold out of Steven Madden (SHOO) in Q3 2023, closing a stake of 20,500 shares — an estimated $670K sold.

San Luis Wealth Advisors first reported a position in SHOO in Q1 2023 and held it in 2 quarters. The position peaked at $845K in Q1 2023. 223 funds tracked by Wall St. Rank hold SHOO as of Q3 2023.

  • San Luis Wealth Advisors reported no remaining Steven Madden position as of Q3 2023 after selling out during the quarter.
  • San Luis Wealth Advisors sold 20,500 Steven Madden shares in Q3 2023, an estimated $670K.
  • San Luis Wealth Advisors first reported a position in Steven Madden in Q1 2023 and held it in 2 quarters.
  • San Luis Wealth Advisors's Steven Madden position peaked at $845K in Q1 2023.
  • 223 funds tracked by Wall St. Rank held Steven Madden as of Q3 2023.

Based on San Luis Wealth Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.