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1834 Investment Advisors’s Five Below FIVE Stock Holding History

1834 Investment Advisors’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-50
Closed -$9K – 483
2021
Q3 		$9K Hold
50
– – ﹤0.01% 405
2021
Q2 		$10K Hold
50
– – ﹤0.01% 418
2021
Q1 		$10K Buy
+50
New +$9.42K ﹤0.01% 385
2020
Q3 		– Sell
-29
Closed -$3K – 433
2020
Q2 		$3K Buy
+29
New +$2.72K ﹤0.01% 404

Other funds holding FIVE

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

1834 Investment Advisors's FIVE Position: Q4 2021 in Review

1834 Investment Advisors sold out of Five Below (FIVE) in Q4 2021, closing a stake of 50 shares — an estimated $9K sold.

1834 Investment Advisors first reported a position in FIVE in Q2 2020 and held it in 4 quarters. The position peaked at $10K in Q2 2021. 457 funds tracked by Wall St. Rank hold FIVE as of Q4 2021.

  • 1834 Investment Advisors reported no remaining Five Below position as of Q4 2021 after selling out during the quarter.
  • 1834 Investment Advisors sold 50 Five Below shares in Q4 2021, an estimated $9K.
  • 1834 Investment Advisors first reported a position in Five Below in Q2 2020 and held it in 4 quarters.
  • 1834 Investment Advisors's Five Below position peaked at $10K in Q2 2021.
  • 457 funds tracked by Wall St. Rank held Five Below as of Q4 2021.

Based on 1834 Investment Advisors's 13F filing for Q4 2021, filed 16 Feb 2022.