SWG
SQBG

Summit Wealth Group’s Sequential Brands Group, Inc. SQBG Stock Holding History

Summit Wealth Group’s Portfolio SQBG Stock Details SQBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1
Closed – – 232
2021
Q2 		$0 Hold
1
– – ﹤0.01% 213
2021
Q1 		$0 Buy
+1
New +$20 ﹤0.01% 224

Other funds holding SQBG

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Summit Wealth Group's SQBG Position: Q3 2021 in Review

Summit Wealth Group sold out of Sequential Brands Group, Inc. (SQBG) in Q3 2021, closing a stake of 1 share.

Summit Wealth Group first reported a position in SQBG in Q1 2021 and held it in 2 quarters. The position peaked at $0 in Q2 2021. 5 funds tracked by Wall St. Rank hold SQBG as of Q3 2021.

  • Summit Wealth Group reported no remaining Sequential Brands Group, Inc. position as of Q3 2021 after selling out during the quarter.
  • Summit Wealth Group sold 1 Sequential Brands Group, Inc. share in Q3 2021.
  • Summit Wealth Group first reported a position in Sequential Brands Group, Inc. in Q1 2021 and held it in 2 quarters.
  • Summit Wealth Group's Sequential Brands Group, Inc. position peaked at $0 in Q2 2021.
  • 5 funds tracked by Wall St. Rank held Sequential Brands Group, Inc. as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.