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Patriot Financial Group Insurance Agency’s Five Below FIVE Stock Holding History

Patriot Financial Group Insurance Agency’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
2020
Q4 		– Sell
-25
Closed -$3K – 1889
2020
Q3 		$3K Sell
25
-12
-32% -$1.37K ﹤0.01% 1357
2020
Q2 		$4K Hold
37
– – ﹤0.01% 1226
2020
Q1 		$3K Buy
+37
New +$3.77K ﹤0.01% 1202

Other funds holding FIVE

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FIVE Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of Five Below (FIVE) in Q4 2020, closing a stake of 25 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in FIVE in Q1 2020 and held it in 3 quarters. The position peaked at $4K in Q2 2020. 440 funds tracked by Wall St. Rank hold FIVE as of Q4 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Five Below position as of Q4 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 25 Five Below shares in Q4 2020, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in Five Below in Q1 2020 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Five Below position peaked at $4K in Q2 2020.
  • 440 funds tracked by Wall St. Rank held Five Below as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.