S
SBDS

SignatureFD’s Solo Brands Inc SBDS Stock Holding History

SignatureFD’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
2023
Q4 		– Sell
-15
Closed -$3.04K – 3343
2023
Q3 		$3.04K Sell
15
-2
-12% -$436 ﹤0.01% 2662
2023
Q2 		$3.81K Buy
17
+2
+13% +$497 ﹤0.01% 2609
2023
Q1 		$4.27K Hold
15
– – ﹤0.01% 2569
2022
Q4 		$2.21K Hold
15
– – ﹤0.01% 2785
2022
Q3 		$2K Hold
15
– – ﹤0.01% 2893
2022
Q2 		$2K Hold
15
– – ﹤0.01% 2859
2022
Q1 		$5K Buy
+15
New +$6.64K ﹤0.01% 2544

Other funds holding SBDS

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

SignatureFD's SBDS Position: Q4 2023 in Review

SignatureFD sold out of Solo Brands Inc (SBDS) in Q4 2023, closing a stake of 15 shares — an estimated $3.04K sold.

SignatureFD first reported a position in SBDS in Q1 2022 and held it in 7 quarters. The position peaked at $5K in Q1 2022. 118 funds tracked by Wall St. Rank hold SBDS as of Q4 2023.

  • SignatureFD reported no remaining Solo Brands Inc position as of Q4 2023 after selling out during the quarter.
  • SignatureFD sold 15 Solo Brands Inc shares in Q4 2023, an estimated $3.04K.
  • SignatureFD first reported a position in Solo Brands Inc in Q1 2022 and held it in 7 quarters.
  • SignatureFD's Solo Brands Inc position peaked at $5K in Q1 2022.
  • 118 funds tracked by Wall St. Rank held Solo Brands Inc as of Q4 2023.

Based on SignatureFD's 13F filing for Q4 2023, filed 1 Feb 2024.