FWM
BFX

Focused Wealth Management’s BowFlex Inc. BFX Stock Holding History

Focused Wealth Management’s Portfolio BFX Stock Details BFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,975
Closed -$8.45K – 1047
2023
Q4 		$8.45K Hold
10,975
– – ﹤0.01% 585
2023
Q3 		$9.33K Sell
10,975
-400
-4% -$395 ﹤0.01% 537
2023
Q2 		$13.9K Hold
11,375
– – ﹤0.01% 490
2023
Q1 		$15.2K Hold
11,375
– – ﹤0.01% 478
2022
Q4 		$17.4K Sell
11,375
-2,425
-18% -$3.85K ﹤0.01% 445
2022
Q3 		$22K Sell
13,800
-125
-0.9% -$252 ﹤0.01% 384
2022
Q2 		$24K Hold
13,925
– – ﹤0.01% 380
2022
Q1 		$57K Sell
13,925
-1,700
-11% -$8.46K 0.01% 297
2021
Q4 		$96K Sell
15,625
-800
-5% -$6.63K 0.01% 284
2021
Q3 		$153K Hold
16,425
– – 0.03% 206
2021
Q2 		$277K Hold
16,425
– – 0.05% 136
2021
Q1 		$257K Sell
16,425
-8,200
-33% -$176K 0.05% 145
2020
Q4 		$447K Sell
24,625
-900
-4% -$18.7K 0.09% 99
2020
Q3 		$438K Buy
+25,525
New +$327K 0.1% 92

Other funds holding BFX

NS
NBC Securities Birmingham, Alabama $1.33B AUM 24% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $148M AUM 31.4% 1-Year Est. Return
SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return

Focused Wealth Management's BFX Position: Q1 2024 in Review

Focused Wealth Management sold out of BowFlex Inc. (BFX) in Q1 2024, closing a stake of 10,975 shares — an estimated $8.45K sold.

Focused Wealth Management first reported a position in BFX in Q3 2020 and held it in 14 quarters. The position peaked at $447K in Q4 2020. 6 funds tracked by Wall St. Rank hold BFX as of Q1 2024.

  • Focused Wealth Management reported no remaining BowFlex Inc. position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 10,975 BowFlex Inc. shares in Q1 2024, an estimated $8.45K.
  • Focused Wealth Management first reported a position in BowFlex Inc. in Q3 2020 and held it in 14 quarters.
  • Focused Wealth Management's BowFlex Inc. position peaked at $447K in Q4 2020.
  • 6 funds tracked by Wall St. Rank held BowFlex Inc. as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.