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Congress Wealth Management’s Fox Factory Holding Corp FOXF Stock Holding History

Congress Wealth Management’s Portfolio FOXF Stock Details FOXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-42,162
Closed -$4.18M – 631
2023
Q3 		$4.18M Buy
42,162
+2,418
+6% +$259K 0.09% 232
2023
Q2 		$4.31M Buy
39,744
+892
+2% +$91.2K 0.1% 203
2023
Q1 		$4.72M Buy
38,852
+6,198
+19% +$711K 0.11% 193
2022
Q4 		$2.98M Buy
+32,654
New +$3.04M 0.08% 225

Other funds holding FOXF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Congress Wealth Management's FOXF Position: Q4 2023 in Review

Congress Wealth Management sold out of Fox Factory Holding Corp (FOXF) in Q4 2023, closing a stake of 42,162 shares — an estimated $4.18M sold.

Congress Wealth Management first reported a position in FOXF in Q4 2022 and held it in 4 quarters. The position peaked at $4.72M in Q1 2023. 302 funds tracked by Wall St. Rank hold FOXF as of Q4 2023.

  • Congress Wealth Management reported no remaining Fox Factory Holding Corp position as of Q4 2023 after selling out during the quarter.
  • Congress Wealth Management sold 42,162 Fox Factory Holding Corp shares in Q4 2023, an estimated $4.18M.
  • Congress Wealth Management first reported a position in Fox Factory Holding Corp in Q4 2022 and held it in 4 quarters.
  • Congress Wealth Management's Fox Factory Holding Corp position peaked at $4.72M in Q1 2023.
  • 302 funds tracked by Wall St. Rank held Fox Factory Holding Corp as of Q4 2023.

Based on Congress Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.