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BMS Financial Advisors’s Floor & Decor FND Stock Holding History

BMS Financial Advisors’s Portfolio FND Stock Details FND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$361K Sell
3,476
-1,658
-32% -$159K 0.24% 77
2023
Q1 		$504K Buy
5,134
+501
+11% +$45K 0.35% 68
2022
Q4 		$323K Sell
4,633
-334
-7% -$24.3K 0.21% 76
2022
Q3 		$349K Buy
4,967
+957
+24% +$76.8K 0.24% 80
2022
Q2 		$252K Buy
4,010
+332
+9% +$25K 0.16% 87
2022
Q1 		$298K Buy
3,678
+234
+7% +$23.7K 0.19% 93
2021
Q4 		$448K Buy
+3,444
New +$444K 0.29% 72

Other funds holding FND

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BMS Financial Advisors's FND Position: Q2 2023 in Review

BMS Financial Advisors reduced its Floor & Decor (FND) stake by 32% in Q2 2023, selling an estimated $159K and leaving 3,476 shares worth $361K. The position accounts for 0.24% of the portfolio, ranked #77.

BMS Financial Advisors first reported a position in FND in Q4 2021 and has held it in 7 quarters since. The position peaked at $504K in Q1 2023. 414 funds tracked by Wall St. Rank hold FND as of Q2 2023.

  • BMS Financial Advisors held 3,476 shares of Floor & Decor worth $361K as of Q2 2023.
  • BMS Financial Advisors sold 1,658 Floor & Decor shares in Q2 2023, an estimated $159K.
  • Floor & Decor made up 0.24% of BMS Financial Advisors's portfolio in Q2 2023, its #77 holding.
  • BMS Financial Advisors first reported a position in Floor & Decor in Q4 2021 and has held it in 7 quarters since.
  • BMS Financial Advisors's Floor & Decor position peaked at $504K in Q1 2023.
  • 414 funds tracked by Wall St. Rank held Floor & Decor as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.