USCWA
VWE

U.S. Capital Wealth Advisors’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History

U.S. Capital Wealth 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
2024
Q3 		– Sell
-66,949
Closed -$9.32K – 733
2024
Q2 		$9.32K Hold
66,949
– – ﹤0.01% 666
2024
Q1 		$24.1K Hold
66,949
– – ﹤0.01% 673
2023
Q4 		$33.6K Hold
66,949
– – ﹤0.01% 656
2023
Q3 		$38.1K Buy
+66,949
New +$56.3K ﹤0.01% 630

Other funds holding VWE

ECM
EMC Capital Management Houston, Texas $253M AUM
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FNBT
FineMark National Bank & Trust Fort Myers, Florida $3.2B AUM 18.28% 1-Year Est. Return
VWA
VERITY Wealth Advisors Sausalito, United States $166M AUM 21.57% 1-Year Est. Return

U.S. Capital Wealth Advisors's VWE Position: Q3 2024 in Review

U.S. Capital Wealth Advisors sold out of Vintage Wine Estates, Inc. Common Stock (VWE) in Q3 2024, closing a stake of 66,949 shares — an estimated $9.32K sold.

U.S. Capital Wealth Advisors first reported a position in VWE in Q3 2023 and held it in 4 quarters. The position peaked at $38.1K in Q3 2023. 8 funds tracked by Wall St. Rank hold VWE as of Q3 2024.

  • U.S. Capital Wealth Advisors reported no remaining Vintage Wine Estates, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 66,949 Vintage Wine Estates, Inc. Common Stock shares in Q3 2024, an estimated $9.32K.
  • U.S. Capital Wealth Advisors first reported a position in Vintage Wine Estates, Inc. Common Stock in Q3 2023 and held it in 4 quarters.
  • U.S. Capital Wealth Advisors's Vintage Wine Estates, Inc. Common Stock position peaked at $38.1K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held Vintage Wine Estates, Inc. Common Stock as of Q3 2024.

Based on U.S. Capital Wealth Advisors's 13F filing for Q3 2024, filed 22 Oct 2024.