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Institutional & Family Asset Management’s Five Below FIVE Stock Holding History

Institutional & Family Asset Management’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
-6
Closed -$1.09K – 762
2024
Q1 		$1.09K Hold
6
– – ﹤0.01% 625
2023
Q4 		$1.28K Hold
6
– – ﹤0.01% 597
2023
Q3 		$965 Sell
6
-1
-14% -$183 ﹤0.01% 620
2023
Q2 		$1.38K Buy
7
+1
+17% +$195 ﹤0.01% 597
2023
Q1 		$1.24K Buy
6
+1
+20% +$197 ﹤0.01% 606
2022
Q4 		$884 Buy
+5
New +$786 ﹤0.01% 608

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

Institutional & Family Asset Management's FIVE Position: Q2 2024 in Review

Institutional & Family Asset Management sold out of Five Below (FIVE) in Q2 2024, closing a stake of 6 shares — an estimated $1.09K sold.

Institutional & Family Asset Management first reported a position in FIVE in Q4 2022 and held it in 6 quarters. The position peaked at $1.38K in Q2 2023. 462 funds tracked by Wall St. Rank hold FIVE as of Q2 2024.

  • Institutional & Family Asset Management reported no remaining Five Below position as of Q2 2024 after selling out during the quarter.
  • Institutional & Family Asset Management sold 6 Five Below shares in Q2 2024, an estimated $1.09K.
  • Institutional & Family Asset Management first reported a position in Five Below in Q4 2022 and held it in 6 quarters.
  • Institutional & Family Asset Management's Five Below position peaked at $1.38K in Q2 2023.
  • 462 funds tracked by Wall St. Rank held Five Below as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.