CFFP
SHOE

Center for Financial Planning’s Shoe Station Group SHOE Stock Holding History

Center for Financial Planning’s Portfolio SHOE Stock Details SHOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-78
Closed -$2K – 641
2022
Q3 		$2K Buy
+78
New +$1.79K ﹤0.01% 552

Other funds holding SHOE

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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Center for Financial Planning's SHOE Position: Q4 2022 in Review

Center for Financial Planning sold out of Shoe Station Group (SHOE) in Q4 2022, closing a stake of 78 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in SHOE in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 156 funds tracked by Wall St. Rank hold SHOE as of Q4 2022.

  • Center for Financial Planning reported no remaining Shoe Station Group position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 78 Shoe Station Group shares in Q4 2022, an estimated $2K.
  • Center for Financial Planning first reported a position in Shoe Station Group in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Shoe Station Group position peaked at $2K in Q3 2022.
  • 156 funds tracked by Wall St. Rank held Shoe Station Group as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.