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Personal CFO Solutions’s Flowers Foods FLO Stock Holding History

Personal CFO Solutions’s Portfolio FLO Stock Details FLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-11,933
Closed -$256K – 315
2019
Q4 		$256K Sell
11,933
-1,855
-13% -$40.3K 0.07% 255
2019
Q3 		$425K Buy
+13,788
New +$319K 0.17% 153

Other funds holding FLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WSCM
Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Personal CFO Solutions's FLO Position: Q1 2020 in Review

Personal CFO Solutions sold out of Flowers Foods (FLO) in Q1 2020, closing a stake of 11,933 shares — an estimated $256K sold.

Personal CFO Solutions first reported a position in FLO in Q3 2019 and held it in 2 quarters. The position peaked at $425K in Q3 2019. 340 funds tracked by Wall St. Rank hold FLO as of Q1 2020.

  • Personal CFO Solutions reported no remaining Flowers Foods position as of Q1 2020 after selling out during the quarter.
  • Personal CFO Solutions sold 11,933 Flowers Foods shares in Q1 2020, an estimated $256K.
  • Personal CFO Solutions first reported a position in Flowers Foods in Q3 2019 and held it in 2 quarters.
  • Personal CFO Solutions's Flowers Foods position peaked at $425K in Q3 2019.
  • 340 funds tracked by Wall St. Rank held Flowers Foods as of Q1 2020.

Based on Personal CFO Solutions's 13F filing for Q1 2020, filed 30 Apr 2020.