Edmonds Duncan Registered Investment Advisors’s FAT Brands FAT Stock Holding History

Edmonds Duncan Registered Investment Advisors’s Portfolio FAT Stock Details FAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$62.3K	Hold	22,703	–	–	0.01%	108
2024 Q2	$64.9K	Hold	22,703	–	–	0.02%	130
2024 Q1	$96.2K	Hold	22,703	–	–	0.02%	135
2023 Q4	$76.7K	Hold	22,703	–	–	0.02%	131
2023 Q3	$83K	Hold	22,703	–	–	0.02%	132
2023 Q2	$87.1K	Hold	22,703	–	–	0.03%	136
2023 Q1	$89.2K	Hold	22,703	–	–	0.03%	137
2022 Q4	$62.6K	Hold	22,703	–	–	0.02%	135
2022 Q3	$94K	Hold	22,703	–	–	0.03%	122
2022 Q2	$94K	Hold	22,703	–	–	0.03%	126
2022 Q1	$95K	Hold	22,703	–	–	0.03%	138
2021 Q4	$137K	Hold	22,703	–	–	0.04%	141
2021 Q3	$118K	Hold	22,703	–	–	0.04%	138
2021 Q2	$185K	Hold	22,703	–	–	0.06%	134
2021 Q1	$96K	Hold	22,703	–	–	0.03%	127
2020 Q4	$118K	Sell	22,703 -3,178	-12%	-$9.43K	0.04%	128
2020 Q3	$71K	Hold	25,881	–	–	0.03%	107
2020 Q2	$44K	Hold	25,881	–	–	0.02%	111
2020 Q1	$29K	Hold	25,881	–	–	0.01%	108
2019 Q4	$58K	Hold	25,881	–	–	0.02%	116
2019 Q3	$64K	Hold	25,881	–	–	0.03%	111
2019 Q2	$52K	Sell	25,881 -225	-0.9%	-$517	0.02%	112
2019 Q1	$65K	Buy	26,106 +541	+2%	+$1.47K	0.03%	114
2018 Q4	$59K	Hold	25,565	–	–	0.03%	115
2018 Q3	$104K	Buy	+25,565	New	+$94.7K	0.04%	113

Other funds holding FAT

ACM

ADW Capital Management Miami Beach, Florida $257M AUM 11.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $267M AUM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LFA

Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's FAT Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors held its FAT Brands (FAT) position steady in Q3 2024 at 22,703 shares worth $62.3K. The position accounts for 0.01% of the portfolio, ranked #108.

Edmonds Duncan Registered Investment Advisors first reported a position in FAT in Q3 2018 and has held it in 25 quarters since. The position peaked at $185K in Q2 2021. 22 funds tracked by Wall St. Rank hold FAT as of Q3 2024.

Edmonds Duncan Registered Investment Advisors held 22,703 shares of FAT Brands worth $62.3K as of Q3 2024.
Edmonds Duncan Registered Investment Advisors left its FAT Brands share count unchanged in Q3 2024.
FAT Brands made up 0.01% of Edmonds Duncan Registered Investment Advisors's portfolio in Q3 2024, its #108 holding.
Edmonds Duncan Registered Investment Advisors first reported a position in FAT Brands in Q3 2018 and has held it in 25 quarters since.
Edmonds Duncan Registered Investment Advisors's FAT Brands position peaked at $185K in Q2 2021.
22 funds tracked by Wall St. Rank held FAT Brands as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.