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CFM Wealth Partners’s Yeti Holdings YETI Stock Holding History

CFM Wealth Partners’s Portfolio YETI Stock Details YETI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-500
Closed -$21K – 466
2020
Q2 		$21K Hold
500
– – 0.01% 358
2020
Q1 		$10K Hold
500
– – ﹤0.01% 435
2019
Q4 		$16K Buy
+500
New +$15.8K 0.01% 379

Other funds holding YETI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CFM Wealth Partners's YETI Position: Q3 2020 in Review

CFM Wealth Partners sold out of Yeti Holdings (YETI) in Q3 2020, closing a stake of 500 shares — an estimated $21K sold.

CFM Wealth Partners first reported a position in YETI in Q4 2019 and held it in 3 quarters. The position peaked at $21K in Q2 2020. 295 funds tracked by Wall St. Rank hold YETI as of Q3 2020.

  • CFM Wealth Partners reported no remaining Yeti Holdings position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 500 Yeti Holdings shares in Q3 2020, an estimated $21K.
  • CFM Wealth Partners first reported a position in Yeti Holdings in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Yeti Holdings position peaked at $21K in Q2 2020.
  • 295 funds tracked by Wall St. Rank held Yeti Holdings as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.