WPC
SANW

Wedmont Private Capital’s S&W Seed Co SANW Stock Holding History

Wedmont Private Capital’s Portfolio SANW Stock Details SANW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-597
Closed -$9.42K – 592
2023
Q3 		$9.42K Hold
597
– – ﹤0.01% 504
2023
Q2 		$14K Buy
+597
New +$14.2K ﹤0.01% 492

Other funds holding SANW

JCP
Jennifer C. Price $75.5M AUM 6.25% 1-Year Est. Return
WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Wedmont Private Capital's SANW Position: Q4 2023 in Review

Wedmont Private Capital sold out of S&W Seed Co (SANW) in Q4 2023, closing a stake of 597 shares — an estimated $9.42K sold.

Wedmont Private Capital first reported a position in SANW in Q2 2023 and held it in 2 quarters. The position peaked at $14K in Q2 2023. 35 funds tracked by Wall St. Rank hold SANW as of Q4 2023.

  • Wedmont Private Capital reported no remaining S&W Seed Co position as of Q4 2023 after selling out during the quarter.
  • Wedmont Private Capital sold 597 S&W Seed Co shares in Q4 2023, an estimated $9.42K.
  • Wedmont Private Capital first reported a position in S&W Seed Co in Q2 2023 and held it in 2 quarters.
  • Wedmont Private Capital's S&W Seed Co position peaked at $14K in Q2 2023.
  • 35 funds tracked by Wall St. Rank held S&W Seed Co as of Q4 2023.

Based on Wedmont Private Capital's 13F filing for Q4 2023, filed 9 Jan 2024.