LWA
FLO icon

Lineweaver Wealth Advisors’s Flowers Foods FLO Stock Holding History

Lineweaver Wealth Advisors’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
-43,560
Closed -$1.25M – 136
2022
Q4 		$1.25M Sell
43,560
-990
-2% -$27.8K 0.38% 55
2022
Q3 		$1.1M Buy
+44,550
New +$1.2M 0.36% 56

Other funds holding FLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WSCM
Wellington Shields Capital Management New York $788M AUM 66.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WSC
Wellington Shields & Co New York $446M AUM 38.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
SAA
Southeast Asset Advisors Thomasville, Georgia $984M AUM 34.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lineweaver Wealth Advisors's FLO Position: Q1 2023 in Review

Lineweaver Wealth Advisors sold out of Flowers Foods (FLO) in Q1 2023, closing a stake of 43,560 shares — an estimated $1.25M sold.

Lineweaver Wealth Advisors first reported a position in FLO in Q3 2022 and held it in 2 quarters. The position peaked at $1.25M in Q4 2022. 398 funds tracked by Wall St. Rank hold FLO as of Q1 2023.

  • Lineweaver Wealth Advisors reported no remaining Flowers Foods position as of Q1 2023 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 43,560 Flowers Foods shares in Q1 2023, an estimated $1.25M.
  • Lineweaver Wealth Advisors first reported a position in Flowers Foods in Q3 2022 and held it in 2 quarters.
  • Lineweaver Wealth Advisors's Flowers Foods position peaked at $1.25M in Q4 2022.
  • 398 funds tracked by Wall St. Rank held Flowers Foods as of Q1 2023.

Based on Lineweaver Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.