DWM
BFX

Destination Wealth Management’s BowFlex Inc. BFX Stock Holding History

Destination Wealth Management’s Portfolio BFX Stock Details BFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-24
Closed – – 725
2018
Q3 		$0 Buy
+24
New +$345 ﹤0.01% 779

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CB
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HM
HCSF Management San Francisco, California $60.3M AUM 9.62% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Destination Wealth Management's BFX Position: Q4 2018 in Review

Destination Wealth Management sold out of BowFlex Inc. (BFX) in Q4 2018, closing a stake of 24 shares.

Destination Wealth Management first reported a position in BFX in Q3 2018 and held it in 1 quarter. The position peaked at $0 in Q3 2018. 149 funds tracked by Wall St. Rank hold BFX as of Q4 2018.

  • Destination Wealth Management reported no remaining BowFlex Inc. position as of Q4 2018 after selling out during the quarter.
  • Destination Wealth Management sold 24 BowFlex Inc. shares in Q4 2018.
  • Destination Wealth Management first reported a position in BowFlex Inc. in Q3 2018 and held it in 1 quarter.
  • Destination Wealth Management's BowFlex Inc. position peaked at $0 in Q3 2018.
  • 149 funds tracked by Wall St. Rank held BowFlex Inc. as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.