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Congress Wealth Management’s Fortune Brands Innovations FBIN Stock Holding History

Congress Wealth Management’s Portfolio FBIN Stock Details FBIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,015
Closed -$270K – 887
2024
Q3 		$270K Buy
+3,015
New +$231K ﹤0.01% 755

Other funds holding FBIN

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Congress Wealth Management's FBIN Position: Q4 2024 in Review

Congress Wealth Management sold out of Fortune Brands Innovations (FBIN) in Q4 2024, closing a stake of 3,015 shares — an estimated $270K sold.

Congress Wealth Management first reported a position in FBIN in Q3 2024 and held it in 1 quarter. The position peaked at $270K in Q3 2024. 614 funds tracked by Wall St. Rank hold FBIN as of Q4 2024.

  • Congress Wealth Management reported no remaining Fortune Brands Innovations position as of Q4 2024 after selling out during the quarter.
  • Congress Wealth Management sold 3,015 Fortune Brands Innovations shares in Q4 2024, an estimated $270K.
  • Congress Wealth Management first reported a position in Fortune Brands Innovations in Q3 2024 and held it in 1 quarter.
  • Congress Wealth Management's Fortune Brands Innovations position peaked at $270K in Q3 2024.
  • 614 funds tracked by Wall St. Rank held Fortune Brands Innovations as of Q4 2024.

Based on Congress Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.