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Baron Silver Stevens Financial Advisors’s Five Below FIVE Stock Holding History

Baron Silver Stevens Financial 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
Q1 		– Sell
-29
Closed -$5K – 192
2020
Q4 		$5K Buy
+29
New +$4.29K ﹤0.01% 313

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

Baron Silver Stevens Financial Advisors's FIVE Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of Five Below (FIVE) in Q1 2021, closing a stake of 29 shares — an estimated $5K sold.

Baron Silver Stevens Financial Advisors first reported a position in FIVE in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 474 funds tracked by Wall St. Rank hold FIVE as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining Five Below position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 29 Five Below shares in Q1 2021, an estimated $5K.
  • Baron Silver Stevens Financial Advisors first reported a position in Five Below in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's Five Below position peaked at $5K in Q4 2020.
  • 474 funds tracked by Wall St. Rank held Five Below as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.