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Wealth Advisory Solutions’s Sally Beauty Holdings SBH Stock Holding History

Wealth Advisory Solutions’s Portfolio SBH Stock Details SBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,073
Closed -$105K – 151
2024
Q4 		$105K Buy
+10,073
New +$129K 0.03% 126

Other funds holding SBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealth Advisory Solutions's SBH Position: Q1 2025 in Review

Wealth Advisory Solutions sold out of Sally Beauty Holdings (SBH) in Q1 2025, closing a stake of 10,073 shares — an estimated $105K sold.

Wealth Advisory Solutions first reported a position in SBH in Q4 2024 and held it in 1 quarter. The position peaked at $105K in Q4 2024. 245 funds tracked by Wall St. Rank hold SBH as of Q1 2025.

  • Wealth Advisory Solutions reported no remaining Sally Beauty Holdings position as of Q1 2025 after selling out during the quarter.
  • Wealth Advisory Solutions sold 10,073 Sally Beauty Holdings shares in Q1 2025, an estimated $105K.
  • Wealth Advisory Solutions first reported a position in Sally Beauty Holdings in Q4 2024 and held it in 1 quarter.
  • Wealth Advisory Solutions's Sally Beauty Holdings position peaked at $105K in Q4 2024.
  • 245 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q1 2025.

Based on Wealth Advisory Solutions's 13F filing for Q1 2025, filed 30 Apr 2025.