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One Wealth Advisors’s Five Below FIVE Stock Holding History

One Wealth Advisors’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
2019
Q2 		– Sell
-24
Closed -$3K – 238
2019
Q1 		$3K Buy
+24
New +$2.91K ﹤0.01% 431
2018
Q4 		– Sell
-43
Closed -$6K – 232
2018
Q3 		$6K Sell
43
-17
-28% -$1.89K ﹤0.01% 372
2018
Q2 		$6K Sell
60
-48
-44% -$3.85K ﹤0.01% 367
2018
Q1 		$8K Hold
108
– – 0.01% 326
2017
Q4 		$7K Buy
+108
New +$6.49K 0.01% 373

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

One Wealth Advisors's FIVE Position: Q2 2019 in Review

One Wealth Advisors sold out of Five Below (FIVE) in Q2 2019, closing a stake of 24 shares — an estimated $3K sold.

One Wealth Advisors first reported a position in FIVE in Q4 2017 and held it in 5 quarters. The position peaked at $8K in Q1 2018. 428 funds tracked by Wall St. Rank hold FIVE as of Q2 2019.

  • One Wealth Advisors reported no remaining Five Below position as of Q2 2019 after selling out during the quarter.
  • One Wealth Advisors sold 24 Five Below shares in Q2 2019, an estimated $3K.
  • One Wealth Advisors first reported a position in Five Below in Q4 2017 and held it in 5 quarters.
  • One Wealth Advisors's Five Below position peaked at $8K in Q1 2018.
  • 428 funds tracked by Wall St. Rank held Five Below as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.