SDWIA
SBDS

Schwarz Dygos Wheeler Investment Advisors’s Solo Brands Inc SBDS Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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
2025
Q1 		– Sell
-300
Closed -$13.7K – 164
2024
Q4 		$13.7K Buy
+300
New +$14.9K ﹤0.01% 158

Other funds holding SBDS

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's SBDS Position: Q1 2025 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of Solo Brands Inc (SBDS) in Q1 2025, closing a stake of 300 shares — an estimated $13.7K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in SBDS in Q4 2024 and held it in 1 quarter. The position peaked at $13.7K in Q4 2024. 72 funds tracked by Wall St. Rank hold SBDS as of Q1 2025.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining Solo Brands Inc position as of Q1 2025 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 300 Solo Brands Inc shares in Q1 2025, an estimated $13.7K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Solo Brands Inc in Q4 2024 and held it in 1 quarter.
  • Schwarz Dygos Wheeler Investment Advisors's Solo Brands Inc position peaked at $13.7K in Q4 2024.
  • 72 funds tracked by Wall St. Rank held Solo Brands Inc as of Q1 2025.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2025, filed 2 May 2025.