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Fiduciary Planning’s Bath & Body Works BBWI Stock Holding History

Fiduciary Planning’s Portfolio BBWI Stock Details BBWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-502
Closed -$25K – 76
2021
Q1 		$25K Hold
502
– – 0.04% 101
2020
Q4 		$15K Hold
502
– – 0.02% 121
2020
Q3 		$13K Buy
+502
New +$10.3K 0.02% 96

Other funds holding BBWI

LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PC
Pelham Capital London, United Kingdom $128M AUM 34.73% 1-Year Est. Return

Fiduciary Planning's BBWI Position: Q2 2021 in Review

Fiduciary Planning sold out of Bath & Body Works (BBWI) in Q2 2021, closing a stake of 502 shares — an estimated $25K sold.

Fiduciary Planning first reported a position in BBWI in Q3 2020 and held it in 3 quarters. The position peaked at $25K in Q1 2021. 565 funds tracked by Wall St. Rank hold BBWI as of Q2 2021.

  • Fiduciary Planning reported no remaining Bath & Body Works position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 502 Bath & Body Works shares in Q2 2021, an estimated $25K.
  • Fiduciary Planning first reported a position in Bath & Body Works in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's Bath & Body Works position peaked at $25K in Q1 2021.
  • 565 funds tracked by Wall St. Rank held Bath & Body Works as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.