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GeoWealth Management’s Floor & Decor FND Stock Holding History

GeoWealth Management’s Portfolio FND Stock Details FND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-496
Closed -$49.5K – 1319
2024
Q4 		$49.5K Sell
496
-2,238
-82% -$240K ﹤0.01% 1169
2024
Q3 		$339K Sell
2,734
-215
-7% -$22.4K 0.01% 569
2024
Q2 		$293K Buy
2,949
+437
+17% +$50.3K 0.01% 587
2024
Q1 		$326K Buy
+2,512
New +$285K 0.01% 552

Other funds holding FND

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

GeoWealth Management's FND Position: Q1 2025 in Review

GeoWealth Management sold out of Floor & Decor (FND) in Q1 2025, closing a stake of 496 shares — an estimated $49.5K sold.

GeoWealth Management first reported a position in FND in Q1 2024 and held it in 4 quarters. The position peaked at $339K in Q3 2024. 451 funds tracked by Wall St. Rank hold FND as of Q1 2025.

  • GeoWealth Management reported no remaining Floor & Decor position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 496 Floor & Decor shares in Q1 2025, an estimated $49.5K.
  • GeoWealth Management first reported a position in Floor & Decor in Q1 2024 and held it in 4 quarters.
  • GeoWealth Management's Floor & Decor position peaked at $339K in Q3 2024.
  • 451 funds tracked by Wall St. Rank held Floor & Decor as of Q1 2025.

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