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LGT Financial Advisors’s Five Below FIVE Stock Holding History

LGT Financial Advisors’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
2025
Q1 		– Sell
-195
Closed -$20.5K – 463
2024
Q4 		$20.5K Hold
195
– – 0.05% 302
2024
Q3 		$17.2K Hold
195
– – 0.04% 308
2024
Q2 		$21.2K Hold
195
– – 0.04% 294
2024
Q1 		$35.4K Hold
195
– – 0.04% 269
2023
Q4 		$41.6K Hold
195
– – 0.05% 233
2023
Q3 		$31.4K Buy
+195
New +$35.6K 0.04% 267

Other funds holding FIVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LGT Financial Advisors's FIVE Position: Q1 2025 in Review

LGT Financial Advisors sold out of Five Below (FIVE) in Q1 2025, closing a stake of 195 shares — an estimated $20.5K sold.

LGT Financial Advisors first reported a position in FIVE in Q3 2023 and held it in 6 quarters. The position peaked at $41.6K in Q4 2023. 409 funds tracked by Wall St. Rank hold FIVE as of Q1 2025.

  • LGT Financial Advisors reported no remaining Five Below position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 195 Five Below shares in Q1 2025, an estimated $20.5K.
  • LGT Financial Advisors first reported a position in Five Below in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Five Below position peaked at $41.6K in Q4 2023.
  • 409 funds tracked by Wall St. Rank held Five Below as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.