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Andesa Financial Management’s Five Below FIVE Stock Holding History

Andesa Financial Management’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
-1,646
Closed -$206K – 123
2019
Q1 		$206K Buy
+1,646
New +$199K 0.1% 138

Other funds holding FIVE

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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

Andesa Financial Management's FIVE Position: Q2 2019 in Review

Andesa Financial Management sold out of Five Below (FIVE) in Q2 2019, closing a stake of 1,646 shares — an estimated $206K sold.

Andesa Financial Management first reported a position in FIVE in Q1 2019 and held it in 1 quarter. The position peaked at $206K in Q1 2019. 428 funds tracked by Wall St. Rank hold FIVE as of Q2 2019.

  • Andesa Financial Management reported no remaining Five Below position as of Q2 2019 after selling out during the quarter.
  • Andesa Financial Management sold 1,646 Five Below shares in Q2 2019, an estimated $206K.
  • Andesa Financial Management first reported a position in Five Below in Q1 2019 and held it in 1 quarter.
  • Andesa Financial Management's Five Below position peaked at $206K in Q1 2019.
  • 428 funds tracked by Wall St. Rank held Five Below as of Q2 2019.

Based on Andesa Financial Management's 13F filing for Q2 2019, filed 30 Jul 2019.