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Congress Wealth Management’s Floor & Decor FND Stock Holding History

Congress 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
Q4 		– Sell
-1,995
Closed -$248K – 888
2024
Q3 		$248K Buy
+1,995
New +$207K ﹤0.01% 777
2023
Q3 		– Sell
-124,066
Closed -$12.9M – 609
2023
Q2 		$12.9M Sell
124,066
-1,178
-0.9% -$113K 0.3% 95
2023
Q1 		$12.3M Buy
125,244
+14,965
+14% +$1.34M 0.3% 95
2022
Q4 		$7.68M Sell
110,279
-9,817
-8% -$714K 0.2% 148
2022
Q3 		$8.44M Buy
120,096
+6,255
+5% +$502K 0.23% 138
2022
Q2 		$7.17M Buy
113,841
+1,915
+2% +$144K 0.18% 159
2022
Q1 		$9.06M Buy
111,926
+5,781
+5% +$586K 0.2% 153
2021
Q4 		$13.8M Buy
+106,145
New +$13.7M 0.27% 95

Other funds holding FND

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Congress Wealth Management sold out of Floor & Decor (FND) in Q4 2024, closing a stake of 1,995 shares — an estimated $248K sold.

Congress Wealth Management first reported a position in FND in Q4 2021 and held it in 8 quarters. The position peaked at $13.8M in Q4 2021. 439 funds tracked by Wall St. Rank hold FND as of Q4 2024.

  • Congress Wealth Management reported no remaining Floor & Decor position as of Q4 2024 after selling out during the quarter.
  • Congress Wealth Management sold 1,995 Floor & Decor shares in Q4 2024, an estimated $248K.
  • Congress Wealth Management first reported a position in Floor & Decor in Q4 2021 and held it in 8 quarters.
  • Congress Wealth Management's Floor & Decor position peaked at $13.8M in Q4 2021.
  • 439 funds tracked by Wall St. Rank held Floor & Decor as of Q4 2024.

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