Center for Financial Planning’s Floor & Decor FND Stock Holding History

Center for Financial Planning’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
2025 Q1	–	Sell	-150	Closed	-$15K	–	722
2024 Q4	$15K	Hold	150	–	–	﹤0.01%	377
2024 Q3	$18.6K	Hold	150	–	–	﹤0.01%	344
2024 Q2	$14.9K	Hold	150	–	–	﹤0.01%	346
2024 Q1	$19.4K	Hold	150	–	–	﹤0.01%	332
2023 Q4	$16.7K	Hold	150	–	–	﹤0.01%	319
2023 Q3	$13.6K	Hold	150	–	–	﹤0.01%	326
2023 Q2	$15.6K	Hold	150	–	–	﹤0.01%	337
2023 Q1	$14.7K	Hold	150	–	–	﹤0.01%	318
2022 Q4	$10.4K	Hold	150	–	–	﹤0.01%	354
2022 Q3	$11K	Hold	150	–	–	﹤0.01%	347
2022 Q2	$9K	Hold	150	–	–	﹤0.01%	364
2022 Q1	$12K	Hold	150	–	–	﹤0.01%	357
2021 Q4	$20K	Sell	150 -100	-40%	-$12.9K	﹤0.01%	306
2021 Q3	$30K	Hold	250	–	–	0.01%	269
2021 Q2	$26K	Hold	250	–	–	0.01%	284
2021 Q1	$24K	Hold	250	–	–	0.01%	291
2020 Q4	$23K	Hold	250	–	–	0.01%	269
2020 Q3	$19K	Buy	+250	New	+$17.2K	0.01%	264

Other funds holding FND

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return