TFA
SBDS

Toth Financial Advisory’s Solo Brands Inc SBDS Stock Holding History

Toth Financial Advisory’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
Q2 		– Sell
-5
Closed -$437 – 803
2024
Q1 		$437 Sell
5
-5
-50% -$575 ﹤0.01% 701
2023
Q4 		$2.47K Hold
10
– – ﹤0.01% 601
2023
Q3 		$2.05K Hold
10
– – ﹤0.01% 632
2023
Q2 		$2.27K Buy
+10
New +$2.49K ﹤0.01% 623

Other funds holding SBDS

SP
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Toth Financial Advisory's SBDS Position: Q2 2024 in Review

Toth Financial Advisory sold out of Solo Brands Inc (SBDS) in Q2 2024, closing a stake of 5 shares — an estimated $437 sold.

Toth Financial Advisory first reported a position in SBDS in Q2 2023 and held it in 4 quarters. The position peaked at $2.47K in Q4 2023. 90 funds tracked by Wall St. Rank hold SBDS as of Q2 2024.

  • Toth Financial Advisory reported no remaining Solo Brands Inc position as of Q2 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 5 Solo Brands Inc shares in Q2 2024, an estimated $437.
  • Toth Financial Advisory first reported a position in Solo Brands Inc in Q2 2023 and held it in 4 quarters.
  • Toth Financial Advisory's Solo Brands Inc position peaked at $2.47K in Q4 2023.
  • 90 funds tracked by Wall St. Rank held Solo Brands Inc as of Q2 2024.

Based on Toth Financial Advisory's 13F filing for Q2 2024, filed 16 Jul 2024.