SIS
SBDS

Strategic Investment Solutions’s Solo Brands Inc SBDS Stock Holding History

Strategic Investment Solutions’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
2024
Q4 		– Sell
-8
Closed -$423 – 719
2024
Q3 		$423 Hold
8
– – ﹤0.01% 578
2024
Q2 		$717 Buy
+8
New +$630 ﹤0.01% 547

Other funds holding SBDS

SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Strategic Investment Solutions's SBDS Position: Q4 2024 in Review

Strategic Investment Solutions sold out of Solo Brands Inc (SBDS) in Q4 2024, closing a stake of 8 shares — an estimated $423 sold.

Strategic Investment Solutions first reported a position in SBDS in Q2 2024 and held it in 2 quarters. The position peaked at $717 in Q2 2024. 82 funds tracked by Wall St. Rank hold SBDS as of Q4 2024.

  • Strategic Investment Solutions reported no remaining Solo Brands Inc position as of Q4 2024 after selling out during the quarter.
  • Strategic Investment Solutions sold 8 Solo Brands Inc shares in Q4 2024, an estimated $423.
  • Strategic Investment Solutions first reported a position in Solo Brands Inc in Q2 2024 and held it in 2 quarters.
  • Strategic Investment Solutions's Solo Brands Inc position peaked at $717 in Q2 2024.
  • 82 funds tracked by Wall St. Rank held Solo Brands Inc as of Q4 2024.

Based on Strategic Investment Solutions's 13F filing for Q4 2024, filed 13 Feb 2025.