MSFP
BFX

Mark Sheptoff Financial Planning’s BowFlex Inc. BFX Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio BFX Stock Details BFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-500
Closed -$9K – 399
2020
Q4 		$9K Buy
+500
New +$10.4K 0.01% 277

Other funds holding BFX

GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $763M AUM 26.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mark Sheptoff Financial Planning's BFX Position: Q1 2021 in Review

Mark Sheptoff Financial Planning sold out of BowFlex Inc. (BFX) in Q1 2021, closing a stake of 500 shares — an estimated $9K sold.

Mark Sheptoff Financial Planning first reported a position in BFX in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 151 funds tracked by Wall St. Rank hold BFX as of Q1 2021.

  • Mark Sheptoff Financial Planning reported no remaining BowFlex Inc. position as of Q1 2021 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 500 BowFlex Inc. shares in Q1 2021, an estimated $9K.
  • Mark Sheptoff Financial Planning first reported a position in BowFlex Inc. in Q4 2020 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's BowFlex Inc. position peaked at $9K in Q4 2020.
  • 151 funds tracked by Wall St. Rank held BowFlex Inc. as of Q1 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2021, filed 11 May 2021.