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Legacy Wealth Asset Management’s Floor & Decor FND Stock Holding History

Legacy Wealth Asset Management’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 		– Sell
-2,822
Closed -$293K – 338
2023
Q2 		$293K Buy
2,822
+92
+3% +$8.8K 0.1% 287
2023
Q1 		$268K Buy
+2,730
New +$245K 0.1% 299
2022
Q2 		– Sell
-2,652
Closed -$215K – 330
2022
Q1 		$215K Buy
2,652
+16
+0.6% +$1.62K 0.08% 289
2021
Q4 		$343K Sell
2,636
-66
-2% -$8.5K 0.12% 247
2021
Q3 		$326K Sell
2,702
-31
-1% -$3.7K 0.15% 230
2021
Q2 		$289K Sell
2,733
-63
-2% -$6.54K 0.13% 251
2021
Q1 		$267K Buy
2,796
+19
+0.7% +$1.85K 0.12% 254
2020
Q4 		$258K Buy
+2,777
New +$232K 0.13% 253

Other funds holding FND

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Legacy Wealth Asset Management's FND Position: Q3 2023 in Review

Legacy Wealth Asset Management sold out of Floor & Decor (FND) in Q3 2023, closing a stake of 2,822 shares — an estimated $293K sold.

Legacy Wealth Asset Management first reported a position in FND in Q4 2020 and held it in 8 quarters. The position peaked at $343K in Q4 2021. 411 funds tracked by Wall St. Rank hold FND as of Q3 2023.

  • Legacy Wealth Asset Management reported no remaining Floor & Decor position as of Q3 2023 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 2,822 Floor & Decor shares in Q3 2023, an estimated $293K.
  • Legacy Wealth Asset Management first reported a position in Floor & Decor in Q4 2020 and held it in 8 quarters.
  • Legacy Wealth Asset Management's Floor & Decor position peaked at $343K in Q4 2021.
  • 411 funds tracked by Wall St. Rank held Floor & Decor as of Q3 2023.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2023, filed 1 Nov 2023.