LIWM
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Long Island Wealth Management’s Fastenal FAST Stock Holding History

Long Island Wealth Management’s Portfolio FAST Stock Details FAST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-92
Closed -$3K – 184
2023
Q4 		$3K Buy
+92
New +$2.77K ﹤0.01% 308

Other funds holding FAST

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Long Island Wealth Management's FAST Position: Q1 2024 in Review

Long Island Wealth Management sold out of Fastenal (FAST) in Q1 2024, closing a stake of 92 shares — an estimated $3K sold.

Long Island Wealth Management first reported a position in FAST in Q4 2023 and held it in 1 quarter. The position peaked at $3K in Q4 2023. 1,181 funds tracked by Wall St. Rank hold FAST as of Q1 2024.

  • Long Island Wealth Management reported no remaining Fastenal position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 92 Fastenal shares in Q1 2024, an estimated $3K.
  • Long Island Wealth Management first reported a position in Fastenal in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Fastenal position peaked at $3K in Q4 2023.
  • 1,181 funds tracked by Wall St. Rank held Fastenal as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.