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Graves Light Lenhart Wealth’s Five Below FIVE Stock Holding History

Graves Light Lenhart Wealth’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
2022
Q1 		– Sell
-359
Closed -$74K – 697
2021
Q4 		$74K Hold
359
– – 0.01% 348
2021
Q3 		$63K Buy
359
+97
+37% +$19.3K 0.01% 342
2021
Q2 		$51K Buy
262
+57
+28% +$10.9K 0.01% 373
2021
Q1 		$39K Hold
205
– – 0.01% 411
2020
Q4 		$36K Buy
+205
New +$30.4K 0.01% 410

Other funds holding FIVE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Graves Light Lenhart Wealth's FIVE Position: Q1 2022 in Review

Graves Light Lenhart Wealth sold out of Five Below (FIVE) in Q1 2022, closing a stake of 359 shares — an estimated $74K sold.

Graves Light Lenhart Wealth first reported a position in FIVE in Q4 2020 and held it in 5 quarters. The position peaked at $74K in Q4 2021. 448 funds tracked by Wall St. Rank hold FIVE as of Q1 2022.

  • Graves Light Lenhart Wealth reported no remaining Five Below position as of Q1 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 359 Five Below shares in Q1 2022, an estimated $74K.
  • Graves Light Lenhart Wealth first reported a position in Five Below in Q4 2020 and held it in 5 quarters.
  • Graves Light Lenhart Wealth's Five Below position peaked at $74K in Q4 2021.
  • 448 funds tracked by Wall St. Rank held Five Below as of Q1 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q1 2022, filed 13 May 2022.