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MinichMacGregor Wealth Management’s Five Below FIVE Stock Holding History

MinichMacGregor Wealth Management’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-104
Closed -$13K – 223
2018
Q3 		$13K Buy
+104
New +$11.6K 0.01% 286
2018
Q2 		– Sell
-300
Closed -$22K – 543
2018
Q1 		$22K Sell
300
-29
-9% -$1.95K 0.02% 201
2017
Q4 		$21K Hold
329
– – 0.02% 194
2017
Q3 		$18K Buy
+329
New +$16.1K 0.01% 203

Other funds holding FIVE

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MinichMacGregor Wealth Management's FIVE Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Five Below (FIVE) in Q4 2018, closing a stake of 104 shares — an estimated $13K sold.

MinichMacGregor Wealth Management first reported a position in FIVE in Q3 2017 and held it in 4 quarters. The position peaked at $22K in Q1 2018. 403 funds tracked by Wall St. Rank hold FIVE as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining Five Below position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 104 Five Below shares in Q4 2018, an estimated $13K.
  • MinichMacGregor Wealth Management first reported a position in Five Below in Q3 2017 and held it in 4 quarters.
  • MinichMacGregor Wealth Management's Five Below position peaked at $22K in Q1 2018.
  • 403 funds tracked by Wall St. Rank held Five Below as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.