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B. Riley Wealth Advisors’s Five Below FIVE Stock Holding History

B. Riley Wealth 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
Q4 		– Sell
-2,762
Closed -$350K – 866
2019
Q3 		$350K Buy
2,762
+4
+0.1% +$486 0.03% 537
2019
Q2 		$332K Buy
+2,758
New +$363K 0.04% 519
2019
Q1 		– Sell
-3,123
Closed -$321K – 754
2018
Q4 		$321K Buy
3,123
+1,445
+86% +$160K 0.05% 416
2018
Q3 		$219K Sell
1,678
-433
-21% -$48.2K 0.03% 616
2018
Q2 		$207K Buy
+2,111
New +$170K 0.03% 602

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

B. Riley Wealth Advisors's FIVE Position: Q4 2019 in Review

B. Riley Wealth Advisors sold out of Five Below (FIVE) in Q4 2019, closing a stake of 2,762 shares — an estimated $350K sold.

B. Riley Wealth Advisors first reported a position in FIVE in Q2 2018 and held it in 5 quarters. The position peaked at $350K in Q3 2019. 413 funds tracked by Wall St. Rank hold FIVE as of Q4 2019.

  • B. Riley Wealth Advisors reported no remaining Five Below position as of Q4 2019 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,762 Five Below shares in Q4 2019, an estimated $350K.
  • B. Riley Wealth Advisors first reported a position in Five Below in Q2 2018 and held it in 5 quarters.
  • B. Riley Wealth Advisors's Five Below position peaked at $350K in Q3 2019.
  • 413 funds tracked by Wall St. Rank held Five Below as of Q4 2019.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.