NewEdge Wealth’s Floor & Decor FND Stock Holding History

NewEdge Wealth’s Portfolio FND Stock Details FND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,361	Closed	-$293K	–	933
2024 Q3	$293K	Buy	2,361 +177	+8%	+$18.4K	0.01%	732
2024 Q2	$217K	Sell	2,184 -688	-24%	-$79.1K	﹤0.01%	715
2024 Q1	$324K	Buy	2,872 +570	+25%	+$64.7K	0.01%	646
2023 Q4	$257K	Sell	2,302 -1,298	-36%	-$120K	0.01%	654
2023 Q3	$326K	Sell	3,600 -1,179	-25%	-$120K	0.01%	529
2023 Q2	$497K	Buy	4,779 +195	+4%	+$18.6K	0.02%	458
2023 Q1	$450K	Buy	4,584 +8	+0.2%	+$719	0.02%	429
2022 Q4	$319K	Buy	4,576 +4	+0.1%	+$291	0.01%	440
2022 Q3	$321K	Sell	4,572 -4,753	-51%	-$382K	0.02%	415
2022 Q2	$587K	Buy	9,325 +4,247	+84%	+$320K	0.03%	364
2022 Q1	$411K	Hold	5,078	–	–	0.02%	328
2021 Q4	$660K	Sell	5,078 -668	-12%	-$86.1K	0.03%	263
2021 Q3	$694K	Buy	5,746 +572	+11%	+$68.2K	0.04%	202
2021 Q2	$547K	Sell	5,174 -729	-12%	-$75.7K	0.04%	211
2021 Q1	$564K	Buy	+5,903	New	+$575K	0.06%	208

Other funds holding FND

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return