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BDO Wealth Advisors’s Five Below FIVE Stock Holding History

BDO 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
2020
Q1 		– Sell
-32
Closed -$4K – 768
2019
Q4 		$4K Hold
32
– – ﹤0.01% 513
2019
Q3 		$4K Hold
32
– – ﹤0.01% 535
2019
Q2 		$4K Hold
32
– – ﹤0.01% 523
2019
Q1 		$4K Sell
32
-168
-84% -$20.3K ﹤0.01% 498
2018
Q4 		$20K Sell
200
-240
-55% -$26.5K 0.01% 345
2018
Q3 		$57K Sell
440
-150
-25% -$16.7K 0.02% 272
2018
Q2 		$58K Buy
+590
New +$47.4K 0.02% 270

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

BDO Wealth Advisors's FIVE Position: Q1 2020 in Review

BDO Wealth Advisors sold out of Five Below (FIVE) in Q1 2020, closing a stake of 32 shares — an estimated $4K sold.

BDO Wealth Advisors first reported a position in FIVE in Q2 2018 and held it in 7 quarters. The position peaked at $58K in Q2 2018. 335 funds tracked by Wall St. Rank hold FIVE as of Q1 2020.

  • BDO Wealth Advisors reported no remaining Five Below position as of Q1 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 32 Five Below shares in Q1 2020, an estimated $4K.
  • BDO Wealth Advisors first reported a position in Five Below in Q2 2018 and held it in 7 quarters.
  • BDO Wealth Advisors's Five Below position peaked at $58K in Q2 2018.
  • 335 funds tracked by Wall St. Rank held Five Below as of Q1 2020.

Based on BDO Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.