GeoWealth Management’s Flowers Foods FLO Stock Holding History

GeoWealth Management’s Portfolio FLO Stock Details FLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,904	Closed	-$60K	–	1313
2024 Q4	$60K	Buy	+2,904	New	+$63.9K	﹤0.01%	1106

Other funds holding FLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GeoWealth Management's FLO Position: Q1 2025 in Review

GeoWealth Management sold out of Flowers Foods (FLO) in Q1 2025, closing a stake of 2,904 shares — an estimated $60K sold.

GeoWealth Management first reported a position in FLO in Q4 2024 and held it in 1 quarter. The position peaked at $60K in Q4 2024. 409 funds tracked by Wall St. Rank hold FLO as of Q1 2025.

GeoWealth Management reported no remaining Flowers Foods position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 2,904 Flowers Foods shares in Q1 2025, an estimated $60K.
GeoWealth Management first reported a position in Flowers Foods in Q4 2024 and held it in 1 quarter.
GeoWealth Management's Flowers Foods position peaked at $60K in Q4 2024.
409 funds tracked by Wall St. Rank held Flowers Foods as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.