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Bartlett & Co Wealth Management’s Fox Factory Holding Corp FOXF Stock Holding History

Bartlett & Co Wealth Management’s Portfolio FOXF Stock Details FOXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-33
Closed -$3.49K – 1139
2020
Q4 		$3.49K Buy
+33
New +$3K ﹤0.01% 840

Other funds holding FOXF

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Vanguard Group
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Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bartlett & Co Wealth Management's FOXF Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of Fox Factory Holding Corp (FOXF) in Q1 2021, closing a stake of 33 shares — an estimated $3.49K sold.

Bartlett & Co Wealth Management first reported a position in FOXF in Q4 2020 and held it in 1 quarter. The position peaked at $3.49K in Q4 2020. 267 funds tracked by Wall St. Rank hold FOXF as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining Fox Factory Holding Corp position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 33 Fox Factory Holding Corp shares in Q1 2021, an estimated $3.49K.
  • Bartlett & Co Wealth Management first reported a position in Fox Factory Holding Corp in Q4 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Fox Factory Holding Corp position peaked at $3.49K in Q4 2020.
  • 267 funds tracked by Wall St. Rank held Fox Factory Holding Corp as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.