Ellevest Inc’s Floor & Decor FND Stock Holding History

Ellevest Inc’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
2022 Q4	–	Sell	-166	Closed	-$12K	–	1889
2022 Q3	$12K	Sell	166 -725	-81%	-$58.2K	﹤0.01%	944
2022 Q2	$56K	Buy	891 +274	+44%	+$20.6K	0.01%	541
2022 Q1	$50K	Buy	617 +178	+41%	+$18K	﹤0.01%	528
2021 Q4	$57K	Buy	439 +247	+129%	+$31.8K	0.01%	482
2021 Q3	$23K	Sell	192 -784	-80%	-$93.5K	﹤0.01%	638
2021 Q2	$103K	Buy	976 +64	+7%	+$6.64K	0.01%	364
2021 Q1	$87K	Buy	912 +335	+58%	+$32.6K	0.01%	364
2020 Q4	$54K	Buy	577 +567	+5,670%	+$47.3K	0.01%	442
2020 Q3	$1K	Buy	+10	New	+$687	﹤0.01%	1003
2020 Q2	–	Sell	-28	Closed	-$1K	–	1200
2020 Q1	$1K	Buy	28 +21	+300%	+$980	﹤0.01%	884
2019 Q4	$0	Hold	7	–	–	﹤0.01%	992
2019 Q3	$0	Buy	+7	New	+$314	﹤0.01%	538

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T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return