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Steward Partners Investment Advisory’s Splash Beverage Group SBEV Stock Holding History

Steward Partners Investment Advisory’s Portfolio SBEV Stock Details SBEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-513
Closed -$45.3K – 3658
2023
Q4 		$45.3K Sell
513
-401
-44% -$38.2K ﹤0.01% 2042
2023
Q3 		$86.3K Buy
+914
New +$118K ﹤0.01% 1647

Other funds holding SBEV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Partners Investment Advisory's SBEV Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of Splash Beverage Group (SBEV) in Q1 2024, closing a stake of 513 shares — an estimated $45.3K sold.

Steward Partners Investment Advisory first reported a position in SBEV in Q3 2023 and held it in 2 quarters. The position peaked at $86.3K in Q3 2023. 28 funds tracked by Wall St. Rank hold SBEV as of Q1 2024.

  • Steward Partners Investment Advisory reported no remaining Splash Beverage Group position as of Q1 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 513 Splash Beverage Group shares in Q1 2024, an estimated $45.3K.
  • Steward Partners Investment Advisory first reported a position in Splash Beverage Group in Q3 2023 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Splash Beverage Group position peaked at $86.3K in Q3 2023.
  • 28 funds tracked by Wall St. Rank held Splash Beverage Group as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.