IWS
FIVE icon

Insight Wealth Strategies’s Five Below FIVE Stock Holding History

Insight Wealth Strategies’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
2019
Q3 		– Sell
-3,399
Closed -$408K – 191
2019
Q2 		$408K Buy
3,399
+155
+5% +$20.4K 0.1% 119
2019
Q1 		$403K Buy
3,244
+133
+4% +$16.1K 0.11% 109
2018
Q4 		$318K Buy
+3,111
New +$344K 0.1% 116

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Insight Wealth Strategies's FIVE Position: Q3 2019 in Review

Insight Wealth Strategies sold out of Five Below (FIVE) in Q3 2019, closing a stake of 3,399 shares — an estimated $408K sold.

Insight Wealth Strategies first reported a position in FIVE in Q4 2018 and held it in 3 quarters. The position peaked at $408K in Q2 2019. 402 funds tracked by Wall St. Rank hold FIVE as of Q3 2019.

  • Insight Wealth Strategies reported no remaining Five Below position as of Q3 2019 after selling out during the quarter.
  • Insight Wealth Strategies sold 3,399 Five Below shares in Q3 2019, an estimated $408K.
  • Insight Wealth Strategies first reported a position in Five Below in Q4 2018 and held it in 3 quarters.
  • Insight Wealth Strategies's Five Below position peaked at $408K in Q2 2019.
  • 402 funds tracked by Wall St. Rank held Five Below as of Q3 2019.

Based on Insight Wealth Strategies's 13F filing for Q3 2019, filed 6 Nov 2019.