Simplicity Wealth’s Ferrari RACE Stock Holding History

Simplicity Wealth’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
2024 Q3	–	Sell	-3,308	Closed	-$1.35M	–	1041
2024 Q2	$1.35M	Buy	3,308 +240	+8%	+$99.8K	0.03%	440
2024 Q1	$1.34M	Buy	+3,068	New	+$1.19M	0.03%	444

Other funds holding RACE

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Simplicity Wealth's RACE Position: Q3 2024 in Review

Simplicity Wealth sold out of Ferrari (RACE) in Q3 2024, closing a stake of 3,308 shares — an estimated $1.35M sold.

Simplicity Wealth first reported a position in RACE in Q1 2024 and held it in 2 quarters. The position peaked at $1.35M in Q2 2024. 701 funds tracked by Wall St. Rank hold RACE as of Q3 2024.

Simplicity Wealth reported no remaining Ferrari position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 3,308 Ferrari shares in Q3 2024, an estimated $1.35M.
Simplicity Wealth first reported a position in Ferrari in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Ferrari position peaked at $1.35M in Q2 2024.
701 funds tracked by Wall St. Rank held Ferrari as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.