SFMG Wealth Advisors’s Ferrari RACE Stock Holding History

SFMG Wealth Advisors’s Portfolio RACE Stock Details RACE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,499	Closed	-$248K	–	172
2019 Q4	$248K	Sell	1,499 -83	-5%	-$13.4K	0.03%	144
2019 Q3	$244K	Hold	1,582	–	–	0.03%	128
2019 Q2	$262K	Hold	1,582	–	–	0.04%	125
2019 Q1	$212K	Buy	+1,582	New	+$194K	0.03%	134
2018 Q3	–	Sell	-1,582	Closed	-$214K	–	151
2018 Q2	$214K	Buy	+1,582	New	+$208K	0.03%	140

Other funds holding RACE

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SFMG Wealth Advisors's RACE Position: Q1 2020 in Review

SFMG Wealth Advisors sold out of Ferrari (RACE) in Q1 2020, closing a stake of 1,499 shares — an estimated $248K sold.

SFMG Wealth Advisors first reported a position in RACE in Q2 2018 and held it in 5 quarters. The position peaked at $262K in Q2 2019. 336 funds tracked by Wall St. Rank hold RACE as of Q1 2020.

SFMG Wealth Advisors reported no remaining Ferrari position as of Q1 2020 after selling out during the quarter.
SFMG Wealth Advisors sold 1,499 Ferrari shares in Q1 2020, an estimated $248K.
SFMG Wealth Advisors first reported a position in Ferrari in Q2 2018 and held it in 5 quarters.
SFMG Wealth Advisors's Ferrari position peaked at $262K in Q2 2019.
336 funds tracked by Wall St. Rank held Ferrari as of Q1 2020.

Based on SFMG Wealth Advisors's 13F filing for Q1 2020, filed 8 May 2020.