XWM
SIBN icon

Xcel Wealth Management’s SI-BONE Inc SIBN Stock Holding History

Xcel Wealth Management’s Portfolio SIBN Stock Details SIBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-14,290
Closed -$386K – 131
2023
Q2 		$386K Sell
14,290
-9,575
-40% -$234K 0.12% 100
2023
Q1 		$469K Sell
23,865
-2,460
-9% -$43.7K 0.17% 90
2022
Q4 		$358K Sell
26,325
-17,400
-40% -$254K 0.14% 95
2022
Q3 		$763K Buy
43,725
+5,050
+13% +$80.7K 0.28% 62
2022
Q2 		$511K Sell
38,675
-1,400
-3% -$23.3K 0.19% 76
2022
Q1 		$906K Sell
40,075
-14,250
-26% -$296K 0.25% 74
2021
Q4 		$1.21M Buy
54,325
+15,075
+38% +$325K 0.31% 70
2021
Q3 		$841K Buy
39,250
+20,250
+107% +$512K 0.24% 72
2021
Q2 		$598K Buy
+19,000
New +$614K 0.18% 88

Other funds holding SIBN

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Xcel Wealth Management's SIBN Position: Q3 2023 in Review

Xcel Wealth Management sold out of SI-BONE Inc (SIBN) in Q3 2023, closing a stake of 14,290 shares — an estimated $386K sold.

Xcel Wealth Management first reported a position in SIBN in Q2 2021 and held it in 9 quarters. The position peaked at $1.21M in Q4 2021. 149 funds tracked by Wall St. Rank hold SIBN as of Q3 2023.

  • Xcel Wealth Management reported no remaining SI-BONE Inc position as of Q3 2023 after selling out during the quarter.
  • Xcel Wealth Management sold 14,290 SI-BONE Inc shares in Q3 2023, an estimated $386K.
  • Xcel Wealth Management first reported a position in SI-BONE Inc in Q2 2021 and held it in 9 quarters.
  • Xcel Wealth Management's SI-BONE Inc position peaked at $1.21M in Q4 2021.
  • 149 funds tracked by Wall St. Rank held SI-BONE Inc as of Q3 2023.

Based on Xcel Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.