HSA
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HBK Sorce Advisory’s Floor & Decor FND Stock Holding History

HBK Sorce Advisory’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
2024
Q2 		– Sell
-2,177
Closed -$282K – 584
2024
Q1 		$282K Buy
2,177
+7
+0.3% +$795 0.01% 468
2023
Q4 		$242K Buy
+2,170
New +$200K 0.01% 465
2023
Q3 		– Sell
-2,350
Closed -$244K – 574
2023
Q2 		$244K Sell
2,350
-15
-0.6% -$1.43K 0.01% 491
2023
Q1 		$232K Sell
2,365
-2,363
-50% -$212K 0.01% 497
2022
Q4 		$329K Buy
+4,728
New +$344K 0.01% 527
2022
Q1 		– Sell
-2,173
Closed -$283K – 578
2021
Q4 		$283K Sell
2,173
-29
-1% -$3.74K 0.01% 458
2021
Q3 		$266K Sell
2,202
-14
-0.6% -$1.67K 0.01% 473
2021
Q2 		$234K Buy
2,216
+54
+2% +$5.61K 0.01% 511
2021
Q1 		$206K Hold
2,162
– – 0.01% 505
2020
Q4 		$201K Buy
+2,162
New +$180K 0.01% 472

Other funds holding FND

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return