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National Wealth Management Group’s Fox Factory Holding Corp FOXF Stock Holding History

National Wealth Management Group’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
2022
Q4 		– Sell
-4,063
Closed -$321K – 146
2022
Q3 		$321K Buy
+4,063
New +$376K 0.42% 75

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Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

National Wealth Management Group's FOXF Position: Q4 2022 in Review

National Wealth Management Group sold out of Fox Factory Holding Corp (FOXF) in Q4 2022, closing a stake of 4,063 shares — an estimated $321K sold.

National Wealth Management Group first reported a position in FOXF in Q3 2022 and held it in 1 quarter. The position peaked at $321K in Q3 2022. 313 funds tracked by Wall St. Rank hold FOXF as of Q4 2022.

  • National Wealth Management Group reported no remaining Fox Factory Holding Corp position as of Q4 2022 after selling out during the quarter.
  • National Wealth Management Group sold 4,063 Fox Factory Holding Corp shares in Q4 2022, an estimated $321K.
  • National Wealth Management Group first reported a position in Fox Factory Holding Corp in Q3 2022 and held it in 1 quarter.
  • National Wealth Management Group's Fox Factory Holding Corp position peaked at $321K in Q3 2022.
  • 313 funds tracked by Wall St. Rank held Fox Factory Holding Corp as of Q4 2022.

Based on National Wealth Management Group's 13F filing for Q4 2022, filed 17 Nov 2023.