Marks Group Wealth Management’s Fortune Brands Innovations FBIN Stock Holding History

Marks Group Wealth Management’s Portfolio FBIN Stock Details FBIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-88,649	Closed	-$5.06M	–	280
2022 Q4	$5.06M	Sell	88,649 -16,914	-16%	-$889K	0.69%	66
2022 Q3	$4.84M	Buy	105,563 +7,147	+7%	+$388K	0.74%	59
2022 Q2	$5.04M	Buy	98,416 +22,875	+30%	+$1.34M	0.73%	66
2022 Q1	$4.8M	Buy	75,541 +36,148	+92%	+$2.78M	0.6%	70
2021 Q4	$3.59M	Buy	+39,393	New	+$3.41M	0.44%	84
2020 Q2	–	Sell	-98,919	Closed	-$3.65M	–	245
2020 Q1	$3.65M	Buy	98,919 +6,755	+7%	+$357K	0.94%	40
2019 Q4	$5.15M	Buy	+92,164	New	+$4.85M	1.01%	11

Other funds holding FBIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Marks Group Wealth Management's FBIN Position: Q1 2023 in Review

Marks Group Wealth Management sold out of Fortune Brands Innovations (FBIN) in Q1 2023, closing a stake of 88,649 shares — an estimated $5.06M sold.

Marks Group Wealth Management first reported a position in FBIN in Q4 2019 and held it in 7 quarters. The position peaked at $5.15M in Q4 2019. 549 funds tracked by Wall St. Rank hold FBIN as of Q1 2023.

Marks Group Wealth Management reported no remaining Fortune Brands Innovations position as of Q1 2023 after selling out during the quarter.
Marks Group Wealth Management sold 88,649 Fortune Brands Innovations shares in Q1 2023, an estimated $5.06M.
Marks Group Wealth Management first reported a position in Fortune Brands Innovations in Q4 2019 and held it in 7 quarters.
Marks Group Wealth Management's Fortune Brands Innovations position peaked at $5.15M in Q4 2019.
549 funds tracked by Wall St. Rank held Fortune Brands Innovations as of Q1 2023.

Based on Marks Group Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.