HWM
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HighMark Wealth Management’s Floor & Decor FND Stock Holding History

HighMark Wealth 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
2023
Q2 		– Sell
-135
Closed -$13.3K – 589
2023
Q1 		$13.3K Buy
+135
New +$12.1K 0.01% 255

Other funds holding FND

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

HighMark Wealth Management's FND Position: Q2 2023 in Review

HighMark Wealth Management sold out of Floor & Decor (FND) in Q2 2023, closing a stake of 135 shares — an estimated $13.3K sold.

HighMark Wealth Management first reported a position in FND in Q1 2023 and held it in 1 quarter. The position peaked at $13.3K in Q1 2023. 414 funds tracked by Wall St. Rank hold FND as of Q2 2023.

  • HighMark Wealth Management reported no remaining Floor & Decor position as of Q2 2023 after selling out during the quarter.
  • HighMark Wealth Management sold 135 Floor & Decor shares in Q2 2023, an estimated $13.3K.
  • HighMark Wealth Management first reported a position in Floor & Decor in Q1 2023 and held it in 1 quarter.
  • HighMark Wealth Management's Floor & Decor position peaked at $13.3K in Q1 2023.
  • 414 funds tracked by Wall St. Rank held Floor & Decor as of Q2 2023.

Based on HighMark Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.