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GoalVest Advisory’s Boot Barn BOOT Stock Holding History

GoalVest Advisory’s Portfolio BOOT Stock Details BOOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-26
Closed -$2K – 418
2023
Q4 		$2K Sell
26
-67
-72% -$5.04K ﹤0.01% 331
2023
Q3 		$7.55K Buy
93
+29
+45% +$2.61K ﹤0.01% 316
2023
Q2 		$5.42K Buy
+64
New +$4.69K ﹤0.01% 295

Other funds holding BOOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GoalVest Advisory's BOOT Position: Q1 2024 in Review

GoalVest Advisory sold out of Boot Barn (BOOT) in Q1 2024, closing a stake of 26 shares — an estimated $2K sold.

GoalVest Advisory first reported a position in BOOT in Q2 2023 and held it in 3 quarters. The position peaked at $7.55K in Q3 2023. 303 funds tracked by Wall St. Rank hold BOOT as of Q1 2024.

  • GoalVest Advisory reported no remaining Boot Barn position as of Q1 2024 after selling out during the quarter.
  • GoalVest Advisory sold 26 Boot Barn shares in Q1 2024, an estimated $2K.
  • GoalVest Advisory first reported a position in Boot Barn in Q2 2023 and held it in 3 quarters.
  • GoalVest Advisory's Boot Barn position peaked at $7.55K in Q3 2023.
  • 303 funds tracked by Wall St. Rank held Boot Barn as of Q1 2024.

Based on GoalVest Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.