CAL
FATBB

Capital Advisors Ltd’s FAT Brands FATBB Stock Holding History

Capital Advisors Ltd’s Portfolio FATBB Stock Details FATBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-65
Closed – – 1438
2024
Q3 		$0 Buy
65
+24
+59% +$75 ﹤0.01% 1449
2024
Q2 		$0 Buy
+41
New +$147 ﹤0.01% 1464

Other funds holding FATBB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $267M AUM
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Advisors Ltd's FATBB Position: Q4 2024 in Review

Capital Advisors Ltd sold out of FAT Brands (FATBB) in Q4 2024, closing a stake of 65 shares.

Capital Advisors Ltd first reported a position in FATBB in Q2 2024 and held it in 2 quarters. The position peaked at $0 in Q3 2024. 9 funds tracked by Wall St. Rank hold FATBB as of Q4 2024.

  • Capital Advisors Ltd reported no remaining FAT Brands position as of Q4 2024 after selling out during the quarter.
  • Capital Advisors Ltd sold 65 FAT Brands shares in Q4 2024.
  • Capital Advisors Ltd first reported a position in FAT Brands in Q2 2024 and held it in 2 quarters.
  • Capital Advisors Ltd's FAT Brands position peaked at $0 in Q3 2024.
  • 9 funds tracked by Wall St. Rank held FAT Brands as of Q4 2024.

Based on Capital Advisors Ltd's 13F filing for Q4 2024, filed 4 Feb 2025.