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FourThought Financial Partners’s Five Below FIVE Stock Holding History

FourThought Financial Partners’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
2024
Q4 		– Sell
-5,957
Closed -$526K – 322
2024
Q3 		$526K Sell
5,957
-641
-10% -$54K 0.06% 135
2024
Q2 		$719K Buy
6,598
+592
+10% +$82K 0.09% 128
2024
Q1 		$1.09M Buy
6,006
+483
+9% +$93.1K 0.12% 121
2023
Q4 		$1.18M Sell
5,523
-197
-3% -$36.2K 0.15% 113
2023
Q3 		$920K Sell
5,720
-180
-3% -$32.9K 0.13% 123
2023
Q2 		$1.16M Sell
5,900
-833
-12% -$163K 0.15% 110
2023
Q1 		$1.39M Sell
6,733
-407
-6% -$80.2K 0.19% 101
2022
Q4 		$1.26M Buy
+7,140
New +$1.12M 0.18% 107

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

FourThought Financial Partners's FIVE Position: Q4 2024 in Review

FourThought Financial Partners sold out of Five Below (FIVE) in Q4 2024, closing a stake of 5,957 shares — an estimated $526K sold.

FourThought Financial Partners first reported a position in FIVE in Q4 2022 and held it in 8 quarters. The position peaked at $1.39M in Q1 2023. 423 funds tracked by Wall St. Rank hold FIVE as of Q4 2024.

  • FourThought Financial Partners reported no remaining Five Below position as of Q4 2024 after selling out during the quarter.
  • FourThought Financial Partners sold 5,957 Five Below shares in Q4 2024, an estimated $526K.
  • FourThought Financial Partners first reported a position in Five Below in Q4 2022 and held it in 8 quarters.
  • FourThought Financial Partners's Five Below position peaked at $1.39M in Q1 2023.
  • 423 funds tracked by Wall St. Rank held Five Below as of Q4 2024.

Based on FourThought Financial Partners's 13F filing for Q4 2024, filed 4 Feb 2025.