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Independence Bank of Kentucky’s Five Below FIVE Stock Holding History

Independence Bank of Kentucky’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
2024
Q2 		– Sell
-25
Closed -$4.54K – 543
2024
Q1 		$4.54K Hold
25
– – ﹤0.01% 480
2023
Q4 		$5.33K Hold
25
– – ﹤0.01% 462
2023
Q3 		$4.02K Hold
25
– – ﹤0.01% 445
2023
Q2 		$4.91K Buy
+25
New +$4.89K ﹤0.01% 431

Other funds holding FIVE

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Independence Bank of Kentucky's FIVE Position: Q2 2024 in Review

Independence Bank of Kentucky sold out of Five Below (FIVE) in Q2 2024, closing a stake of 25 shares — an estimated $4.54K sold.

Independence Bank of Kentucky first reported a position in FIVE in Q2 2023 and held it in 4 quarters. The position peaked at $5.33K in Q4 2023. 463 funds tracked by Wall St. Rank hold FIVE as of Q2 2024.

  • Independence Bank of Kentucky reported no remaining Five Below position as of Q2 2024 after selling out during the quarter.
  • Independence Bank of Kentucky sold 25 Five Below shares in Q2 2024, an estimated $4.54K.
  • Independence Bank of Kentucky first reported a position in Five Below in Q2 2023 and held it in 4 quarters.
  • Independence Bank of Kentucky's Five Below position peaked at $5.33K in Q4 2023.
  • 463 funds tracked by Wall St. Rank held Five Below as of Q2 2024.

Based on Independence Bank of Kentucky's 13F filing for Q2 2024, filed 25 Jul 2024.