Evermay Wealth Management’s Flowers Foods FLO Stock Holding History

Evermay Wealth Management’s Portfolio FLO Stock Details FLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-450	Closed	-$10.4K	–	591
2024 Q3	$10.4K	Hold	450	–	–	﹤0.01%	459
2024 Q2	$9.99K	Hold	450	–	–	﹤0.01%	455
2024 Q1	$10.7K	Hold	450	–	–	﹤0.01%	460
2023 Q4	$10.1K	Hold	450	–	–	﹤0.01%	451
2023 Q3	$9.98K	Hold	450	–	–	﹤0.01%	428
2023 Q2	$11.2K	Hold	450	–	–	﹤0.01%	416
2023 Q1	$12.3K	Hold	450	–	–	﹤0.01%	398
2022 Q4	$12.9K	Hold	450	–	–	﹤0.01%	393
2022 Q3	$11K	Hold	450	–	–	﹤0.01%	385
2022 Q2	$12K	Hold	450	–	–	﹤0.01%	381
2022 Q1	$12K	Hold	450	–	–	﹤0.01%	404
2021 Q4	$12K	Hold	450	–	–	﹤0.01%	394
2021 Q3	$11K	Buy	+450	New	+$10.7K	﹤0.01%	378
2018 Q1	–	Sell	-18,225	Closed	-$352K	–	139
2017 Q4	$352K	Buy	+18,225	New	+$350K	0.13%	88

Other funds holding FLO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Evermay Wealth Management's FLO Position: Q4 2024 in Review

Evermay Wealth Management sold out of Flowers Foods (FLO) in Q4 2024, closing a stake of 450 shares — an estimated $10.4K sold.

Evermay Wealth Management first reported a position in FLO in Q4 2017 and held it in 14 quarters. The position peaked at $352K in Q4 2017. 392 funds tracked by Wall St. Rank hold FLO as of Q4 2024.

Evermay Wealth Management reported no remaining Flowers Foods position as of Q4 2024 after selling out during the quarter.
Evermay Wealth Management sold 450 Flowers Foods shares in Q4 2024, an estimated $10.4K.
Evermay Wealth Management first reported a position in Flowers Foods in Q4 2017 and held it in 14 quarters.
Evermay Wealth Management's Flowers Foods position peaked at $352K in Q4 2017.
392 funds tracked by Wall St. Rank held Flowers Foods as of Q4 2024.

Based on Evermay Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.