IWP
FND icon

Icon Wealth Partners’s Floor & Decor FND Stock Holding History

Icon Wealth Partners’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
Q3 		$444K Sell
4,906
-668
-12% -$68K 0.05% 183
2023
Q2 		$579K Sell
5,574
-790
-12% -$75.5K 0.06% 176
2023
Q1 		$625K Buy
+6,364
New +$572K 0.07% 173
2022
Q2 		$247K Sell
3,916
-760
-16% -$57.3K 0.03% 271
2022
Q1 		$379K Buy
+4,676
New +$474K 0.04% 243

Other funds holding FND

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Icon Wealth Partners's FND Position: Q3 2023 in Review

Icon Wealth Partners reduced its Floor & Decor (FND) stake by 12% in Q3 2023, selling an estimated $68K and leaving 4,906 shares worth $444K. The position accounts for 0.05% of the portfolio, ranked #183.

Icon Wealth Partners first reported a position in FND in Q1 2022 and has held it in 5 quarters since. The position peaked at $625K in Q1 2023. 410 funds tracked by Wall St. Rank hold FND as of Q3 2023.

  • Icon Wealth Partners held 4,906 shares of Floor & Decor worth $444K as of Q3 2023.
  • Icon Wealth Partners sold 668 Floor & Decor shares in Q3 2023, an estimated $68K.
  • Floor & Decor made up 0.05% of Icon Wealth Partners's portfolio in Q3 2023, its #183 holding.
  • Icon Wealth Partners first reported a position in Floor & Decor in Q1 2022 and has held it in 5 quarters since.
  • Icon Wealth Partners's Floor & Decor position peaked at $625K in Q1 2023.
  • 410 funds tracked by Wall St. Rank held Floor & Decor as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.