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
2021
Q4 		– Sell
-16,000
Closed -$6K – 1129
2021
Q3 		$6K Hold
16,000
– – ﹤0.01% 700
2021
Q2 		$40K Hold
16,000
– – 0.01% 414
2021
Q1 		$59K Buy
+16,000
New +$344K 0.01% 349
2020
Q4 		– Sell
-20,000
Closed -$36K – 930
2020
Q3 		$36K Buy
+20,000
New +$256K 0.01% 356

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.