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MBM Wealth Consultants’s Fox Factory Holding Corp FOXF Stock Holding History

MBM Wealth Consultants’s Portfolio FOXF Stock Details FOXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-23
Closed -$2K – 303
2022
Q4 		$2K Buy
+23
New +$2.14K ﹤0.01% 308

Other funds holding FOXF

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

MBM Wealth Consultants's FOXF Position: Q1 2023 in Review

MBM Wealth Consultants sold out of Fox Factory Holding Corp (FOXF) in Q1 2023, closing a stake of 23 shares — an estimated $2K sold.

MBM Wealth Consultants first reported a position in FOXF in Q4 2022 and held it in 1 quarter. The position peaked at $2K in Q4 2022. 326 funds tracked by Wall St. Rank hold FOXF as of Q1 2023.

  • MBM Wealth Consultants reported no remaining Fox Factory Holding Corp position as of Q1 2023 after selling out during the quarter.
  • MBM Wealth Consultants sold 23 Fox Factory Holding Corp shares in Q1 2023, an estimated $2K.
  • MBM Wealth Consultants first reported a position in Fox Factory Holding Corp in Q4 2022 and held it in 1 quarter.
  • MBM Wealth Consultants's Fox Factory Holding Corp position peaked at $2K in Q4 2022.
  • 326 funds tracked by Wall St. Rank held Fox Factory Holding Corp as of Q1 2023.

Based on MBM Wealth Consultants's 13F filing for Q1 2023, filed 31 May 2023.