CTWM
FND icon

Cherry Tree Wealth Management’s Floor & Decor FND Stock Holding History

Cherry Tree Wealth Management’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
2024
Q1 		– Sell
-20
Closed -$2.23K – 605
2023
Q4 		$2.23K Hold
20
– – ﹤0.01% 494
2023
Q3 		$1.81K Hold
20
– – ﹤0.01% 489
2023
Q2 		$2.08K Buy
+20
New +$1.91K ﹤0.01% 489

Other funds holding FND

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cherry Tree Wealth Management's FND Position: Q1 2024 in Review

Cherry Tree Wealth Management sold out of Floor & Decor (FND) in Q1 2024, closing a stake of 20 shares — an estimated $2.23K sold.

Cherry Tree Wealth Management first reported a position in FND in Q2 2023 and held it in 3 quarters. The position peaked at $2.23K in Q4 2023. 458 funds tracked by Wall St. Rank hold FND as of Q1 2024.

  • Cherry Tree Wealth Management reported no remaining Floor & Decor position as of Q1 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 20 Floor & Decor shares in Q1 2024, an estimated $2.23K.
  • Cherry Tree Wealth Management first reported a position in Floor & Decor in Q2 2023 and held it in 3 quarters.
  • Cherry Tree Wealth Management's Floor & Decor position peaked at $2.23K in Q4 2023.
  • 458 funds tracked by Wall St. Rank held Floor & Decor as of Q1 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2024, filed 1 May 2024.