AIA
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Alera Investment Advisors’s Five Below FIVE Stock Holding History

Alera 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
2019
Q2 		– Sell
-8
Closed -$1K – 403
2019
Q1 		$1K Hold
8
– – ﹤0.01% 953
2018
Q4 		$1K Buy
+8
New +$884 ﹤0.01% 902

Other funds holding FIVE

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

Alera Investment Advisors's FIVE Position: Q2 2019 in Review

Alera Investment Advisors sold out of Five Below (FIVE) in Q2 2019, closing a stake of 8 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in FIVE in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 428 funds tracked by Wall St. Rank hold FIVE as of Q2 2019.

  • Alera Investment Advisors reported no remaining Five Below position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 8 Five Below shares in Q2 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in Five Below in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Five Below position peaked at $1K in Q1 2019.
  • 428 funds tracked by Wall St. Rank held Five Below as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.