CWP
FIVE icon

CFM Wealth Partners’s Five Below FIVE Stock Holding History

CFM Wealth Partners’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
2021
Q4 		– Sell
-1,384
Closed -$244K – 186
2021
Q3 		$244K Hold
1,384
– – 0.06% 163
2021
Q2 		$267K Hold
1,384
– – 0.07% 144
2021
Q1 		$264K Sell
1,384
-109
-7% -$20.5K 0.08% 138
2020
Q4 		$261K Buy
+1,493
New +$221K 0.08% 131
2020
Q3 		– Sell
-1,077
Closed -$115K – 263
2020
Q2 		$115K Sell
1,077
-73
-6% -$6.84K 0.04% 189
2020
Q1 		$81K Hold
1,150
– – 0.04% 215
2019
Q4 		$134K Buy
+1,150
New +$144K 0.05% 177

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CFM Wealth Partners's FIVE Position: Q4 2021 in Review

CFM Wealth Partners sold out of Five Below (FIVE) in Q4 2021, closing a stake of 1,384 shares — an estimated $244K sold.

CFM Wealth Partners first reported a position in FIVE in Q4 2019 and held it in 7 quarters. The position peaked at $267K in Q2 2021. 457 funds tracked by Wall St. Rank hold FIVE as of Q4 2021.

  • CFM Wealth Partners reported no remaining Five Below position as of Q4 2021 after selling out during the quarter.
  • CFM Wealth Partners sold 1,384 Five Below shares in Q4 2021, an estimated $244K.
  • CFM Wealth Partners first reported a position in Five Below in Q4 2019 and held it in 7 quarters.
  • CFM Wealth Partners's Five Below position peaked at $267K in Q2 2021.
  • 457 funds tracked by Wall St. Rank held Five Below as of Q4 2021.

Based on CFM Wealth Partners's 13F filing for Q4 2021, filed 21 Jan 2022.