Tiedemann Advisors’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History

Tiedemann Advisors’s Portfolio VWE Stock Details VWE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$5.69K	Hold	10,000	–	–	﹤0.01%	272
2023 Q2	$8.55K	Hold	10,000	–	–	﹤0.01%	255
2023 Q1	$10.7K	Hold	10,000	–	–	﹤0.01%	246
2022 Q4	$32.6K	Hold	10,000	–	–	﹤0.01%	239
2022 Q3	$28K	Hold	10,000	–	–	﹤0.01%	231
2022 Q2	$79K	Hold	10,000	–	–	0.01%	227
2022 Q1	$99K	Hold	10,000	–	–	0.01%	280
2021 Q4	$118K	Hold	10,000	–	–	0.01%	273
2021 Q3	$102K	Hold	10,000	–	–	0.01%	289
2021 Q2	$120K	Hold	10,000	–	–	﹤0.01%	355
2021 Q1	$100K	Buy	+10,000	New	+$101K	﹤0.01%	323

Other funds holding VWE

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

PIM

Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

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

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tiedemann Advisors's VWE Position: Q3 2023 in Review

Tiedemann Advisors held its Vintage Wine Estates, Inc. Common Stock (VWE) position steady in Q3 2023 at 10,000 shares worth $5.69K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Tiedemann Advisors first reported a position in VWE in Q1 2021 and has held it in 11 quarters since. The position peaked at $120K in Q2 2021. 59 funds tracked by Wall St. Rank hold VWE as of Q3 2023.

Tiedemann Advisors held 10,000 shares of Vintage Wine Estates, Inc. Common Stock worth $5.69K as of Q3 2023.
Tiedemann Advisors left its Vintage Wine Estates, Inc. Common Stock share count unchanged in Q3 2023.
Vintage Wine Estates, Inc. Common Stock made up ﹤0.01% of Tiedemann Advisors's portfolio in Q3 2023, its #272 holding.
Tiedemann Advisors first reported a position in Vintage Wine Estates, Inc. Common Stock in Q1 2021 and has held it in 11 quarters since.
Tiedemann Advisors's Vintage Wine Estates, Inc. Common Stock position peaked at $120K in Q2 2021.
59 funds tracked by Wall St. Rank held Vintage Wine Estates, Inc. Common Stock as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.