Congress Wealth Management’s Boot Barn BOOT Stock Holding History

Congress Wealth Management’s Portfolio BOOT Stock Details BOOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$10.3M	Sell	67,458 -1,143	-2%	-$152K	0.1%	243
2025 Q1	$7.37M	Sell	68,601 -397	-0.6%	-$53.1K	0.09%	258
2024 Q4	$10.5M	Sell	68,998 -9,582	-12%	-$1.42M	0.14%	195
2024 Q3	$13.1M	Buy	78,580 +1,056	+1%	+$145K	0.18%	172
2024 Q2	$10M	Sell	77,524 -3,780	-5%	-$426K	0.16%	174
2024 Q1	$7.74M	Buy	81,304 +5,171	+7%	+$427K	0.13%	190
2023 Q4	$5.84M	Buy	76,133 +7,031	+10%	+$529K	0.11%	207
2023 Q3	$5.61M	Buy	69,102 +4,876	+8%	+$439K	0.12%	202
2023 Q2	$5.44M	Buy	64,226 +2,428	+4%	+$178K	0.13%	181
2023 Q1	$4.74M	Buy	61,798 +3,627	+6%	+$278K	0.11%	192
2022 Q4	$3.64M	Sell	58,171 -1,580	-3%	-$94.7K	0.09%	207
2022 Q3	$3.49M	Buy	59,751 +485	+0.8%	+$32.5K	0.09%	211
2022 Q2	$4.09M	Sell	59,266 -2,824	-5%	-$242K	0.1%	206
2022 Q1	$5.89M	Sell	62,090 -6,413	-9%	-$608K	0.13%	186
2021 Q4	$8.43M	Buy	+68,503	New	+$7.74M	0.17%	171

Other funds holding BOOT

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

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Squarepoint New York $46.5B AUM 20.93% 1-Year Est. Return