Institutional & Family Asset Management’s Flowers Foods FLO Stock Holding History

Institutional & Family Asset Management’s Portfolio FLO Stock Details FLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-50	Closed	-$1.44K	–	740
2022 Q4	$1.44K	Buy	+50	New	+$1.41K	﹤0.01%	574
2019 Q4	–	Sell	-727	Closed	-$17K	–	866
2019 Q3	$17K	Sell	727 -298	-29%	-$6.9K	﹤0.01%	419
2019 Q2	$24K	Hold	1,025	–	–	0.01%	396
2019 Q1	$22K	Sell	1,025 -3,708	-78%	-$74.3K	﹤0.01%	419
2018 Q4	$87K	Buy	+4,733	New	+$90.7K	0.02%	245

Other funds holding FLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WSCM

Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WSC

Wellington Shields & Co New York $392M AUM 30.65% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SAA

Southeast Asset Advisors Thomasville, Georgia $913M AUM 25.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Institutional & Family Asset Management's FLO Position: Q1 2023 in Review

Institutional & Family Asset Management sold out of Flowers Foods (FLO) in Q1 2023, closing a stake of 50 shares — an estimated $1.44K sold.

Institutional & Family Asset Management first reported a position in FLO in Q4 2018 and held it in 5 quarters. The position peaked at $87K in Q4 2018. 398 funds tracked by Wall St. Rank hold FLO as of Q1 2023.

Institutional & Family Asset Management reported no remaining Flowers Foods position as of Q1 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 50 Flowers Foods shares in Q1 2023, an estimated $1.44K.
Institutional & Family Asset Management first reported a position in Flowers Foods in Q4 2018 and held it in 5 quarters.
Institutional & Family Asset Management's Flowers Foods position peaked at $87K in Q4 2018.
398 funds tracked by Wall St. Rank held Flowers Foods as of Q1 2023.

Based on Institutional & Family Asset Management's 13F filing for Q1 2023, filed 9 May 2023.