VAFP
SGI

Vahanian & Associates Financial Planning’s Somnigroup International SGI Stock Holding History

Vahanian & Associates Financial Planning’s Portfolio SGI Stock Details SGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-8,840
Closed -$416K – 150
2021
Q4 		$416K Buy
+8,840
New +$401K 0.34% 83

Other funds holding SGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return
DIGDR
Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $292M AUM 6.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HPM
H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return

Vahanian & Associates Financial Planning's SGI Position: Q1 2022 in Review

Vahanian & Associates Financial Planning sold out of Somnigroup International (SGI) in Q1 2022, closing a stake of 8,840 shares — an estimated $416K sold.

Vahanian & Associates Financial Planning first reported a position in SGI in Q4 2021 and held it in 1 quarter. The position peaked at $416K in Q4 2021. 332 funds tracked by Wall St. Rank hold SGI as of Q1 2022.

  • Vahanian & Associates Financial Planning reported no remaining Somnigroup International position as of Q1 2022 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 8,840 Somnigroup International shares in Q1 2022, an estimated $416K.
  • Vahanian & Associates Financial Planning first reported a position in Somnigroup International in Q4 2021 and held it in 1 quarter.
  • Vahanian & Associates Financial Planning's Somnigroup International position peaked at $416K in Q4 2021.
  • 332 funds tracked by Wall St. Rank held Somnigroup International as of Q1 2022.

Based on Vahanian & Associates Financial Planning's 13F filing for Q1 2022, filed 27 Apr 2022.