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Stapp Wealth Management’s Reborn Coffee REBN Stock Holding History

Stapp Wealth Management’s Portfolio REBN Stock Details REBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-125
Closed -$2K – 91
2022
Q3 		$2K Buy
+125
New +$2.69K 0.01% 91

Other funds holding REBN

GPFA
Game Plan Financial Advisors Westlake, Ohio $222M AUM 22.82% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stapp Wealth Management's REBN Position: Q4 2022 in Review

Stapp Wealth Management sold out of Reborn Coffee (REBN) in Q4 2022, closing a stake of 125 shares — an estimated $2K sold.

Stapp Wealth Management first reported a position in REBN in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 6 funds tracked by Wall St. Rank hold REBN as of Q4 2022.

  • Stapp Wealth Management reported no remaining Reborn Coffee position as of Q4 2022 after selling out during the quarter.
  • Stapp Wealth Management sold 125 Reborn Coffee shares in Q4 2022, an estimated $2K.
  • Stapp Wealth Management first reported a position in Reborn Coffee in Q3 2022 and held it in 1 quarter.
  • Stapp Wealth Management's Reborn Coffee position peaked at $2K in Q3 2022.
  • 6 funds tracked by Wall St. Rank held Reborn Coffee as of Q4 2022.

Based on Stapp Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.