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Financial Architects (New Jersey)’s Five Below FIVE Stock Holding History

Financial Architects (New Jersey)’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-800
Closed -$82K – 1446
2018
Q4 		$82K Buy
800
+300
+60% +$33.2K 0.02% 443
2018
Q3 		$65K Buy
+500
New +$55.6K 0.01% 563
2018
Q2 		– Sell
-200
Closed -$15K – 1384
2018
Q1 		$15K Buy
+200
New +$13.5K ﹤0.01% 964

Other funds holding FIVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Financial Architects (New Jersey)'s FIVE Position: Q2 2019 in Review

Financial Architects (New Jersey) sold out of Five Below (FIVE) in Q2 2019, closing a stake of 111 shares — an estimated $14K sold.

Financial Architects (New Jersey) first reported a position in FIVE in Q4 2014 and held it in 10 quarters. The position peaked at $39K in Q4 2018. 428 funds tracked by Wall St. Rank hold FIVE as of Q2 2019.

  • Financial Architects (New Jersey) reported no remaining Five Below position as of Q2 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 111 Five Below shares in Q2 2019, an estimated $14K.
  • Financial Architects (New Jersey) first reported a position in Five Below in Q4 2014 and held it in 10 quarters.
  • Financial Architects (New Jersey)'s Five Below position peaked at $39K in Q4 2018.
  • 428 funds tracked by Wall St. Rank held Five Below as of Q2 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2019, filed 14 Aug 2019.