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Western Pacific Wealth Management’s Somnigroup International SGI Stock Holding History

Western Pacific Wealth Management’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
Q2 		– Sell
-2,000
Closed -$55K – 229
2022
Q1 		$55K Hold
2,000
– – 0.04% 86
2021
Q4 		$94K Buy
+2,000
New +$90.7K 0.06% 71

Other funds holding SGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.69B AUM 9.16% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
DIGDR
Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $244M AUM 32.38% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Western Pacific Wealth Management's SGI Position: Q2 2022 in Review

Western Pacific Wealth Management sold out of Somnigroup International (SGI) in Q2 2022, closing a stake of 2,000 shares — an estimated $55K sold.

Western Pacific Wealth Management first reported a position in SGI in Q4 2021 and held it in 2 quarters. The position peaked at $94K in Q4 2021. 311 funds tracked by Wall St. Rank hold SGI as of Q2 2022.

  • Western Pacific Wealth Management reported no remaining Somnigroup International position as of Q2 2022 after selling out during the quarter.
  • Western Pacific Wealth Management sold 2,000 Somnigroup International shares in Q2 2022, an estimated $55K.
  • Western Pacific Wealth Management first reported a position in Somnigroup International in Q4 2021 and held it in 2 quarters.
  • Western Pacific Wealth Management's Somnigroup International position peaked at $94K in Q4 2021.
  • 311 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2022.

Based on Western Pacific Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.