Avantax Planning Partners’s Flowers Foods FLO Stock Holding History

Avantax Planning Partners’s Portfolio FLO Stock Details FLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-9,335	Closed	-$268K	–	380
2022 Q4	$268K	Hold	9,335	–	–	0.01%	314
2022 Q3	$230K	Buy	+9,335	New	+$252K	0.01%	306
2020 Q4	–	Sell	-9,701	Closed	-$236K	–	298
2020 Q3	$236K	Buy	9,701 +670	+7%	+$15.7K	0.01%	260
2020 Q2	$202K	Sell	9,031 -784	-8%	-$17.7K	0.01%	266
2020 Q1	$201K	Sell	9,815 -1,775	-15%	-$38.7K	0.01%	255
2019 Q4	$252K	Sell	11,590 -145	-1%	-$3.15K	0.01%	258
2019 Q3	$271K	Hold	11,735	–	–	0.02%	249
2019 Q2	$277K	Sell	11,735 -905	-7%	-$20K	0.02%	239
2019 Q1	$269K	Hold	12,640	–	–	0.02%	242
2018 Q4	$233K	Buy	12,640 +8,541	+208%	+$164K	0.02%	235
2018 Q3	$76K	Buy	+4,099	New	+$82.8K	0.01%	393
2018 Q2	–	Sell	-14,027	Closed	-$307K	–	650
2018 Q1	$307K	Sell	14,027 -836	-6%	-$16.9K	0.03%	224
2017 Q4	$287K	Sell	14,863 -703	-5%	-$13.5K	0.03%	230
2017 Q3	$293K	Buy	+15,566	New	+$276K	0.02%	275

Other funds holding FLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WSCM

Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WSC

Wellington Shields & Co New York $392M AUM 30.65% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SAA

Southeast Asset Advisors Thomasville, Georgia $913M AUM 25.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Planning Partners's FLO Position: Q1 2023 in Review

Avantax Planning Partners sold out of Flowers Foods (FLO) in Q1 2023, closing a stake of 9,335 shares — an estimated $268K sold.

Avantax Planning Partners first reported a position in FLO in Q3 2017 and held it in 14 quarters. The position peaked at $307K in Q1 2018. 398 funds tracked by Wall St. Rank hold FLO as of Q1 2023.

Avantax Planning Partners reported no remaining Flowers Foods position as of Q1 2023 after selling out during the quarter.
Avantax Planning Partners sold 9,335 Flowers Foods shares in Q1 2023, an estimated $268K.
Avantax Planning Partners first reported a position in Flowers Foods in Q3 2017 and held it in 14 quarters.
Avantax Planning Partners's Flowers Foods position peaked at $307K in Q1 2018.
398 funds tracked by Wall St. Rank held Flowers Foods as of Q1 2023.

Based on Avantax Planning Partners's 13F filing for Q1 2023, filed 21 Apr 2023.