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Plante Moran Financial Advisors’s Five Below FIVE Stock Holding History

Plante Moran Financial 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
2024
Q4 		– Sell
-3
Closed -$265 – 941
2024
Q3 		$265 Buy
+3
New +$253 ﹤0.01% 847
2022
Q3 		– Sell
-11
Closed -$1K – 920
2022
Q2 		$1K Buy
+11
New +$1.58K ﹤0.01% 902
2021
Q4 		– Sell
-57
Closed -$10K – 1030
2021
Q3 		$10K Buy
+57
New +$11.3K ﹤0.01% 690
2020
Q4 		– Sell
-107
Closed -$14K – 915
2020
Q3 		$14K Buy
+107
New +$12.2K ﹤0.01% 556
2018
Q1 		– Sell
-95
Closed -$6K – 967
2017
Q4 		$6K Buy
+95
New +$5.71K ﹤0.01% 675
2017
Q2 		– Sell
-50
Closed -$2K – 854
2017
Q1 		$2K Buy
+50
New +$1.99K ﹤0.01% 792

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Plante Moran Financial Advisors's FIVE Position: Q4 2024 in Review

Plante Moran Financial Advisors sold out of Five Below (FIVE) in Q4 2024, closing a stake of 3 shares — an estimated $265 sold.

Plante Moran Financial Advisors first reported a position in FIVE in Q1 2017 and held it in 6 quarters. The position peaked at $14K in Q3 2020. 423 funds tracked by Wall St. Rank hold FIVE as of Q4 2024.

  • Plante Moran Financial Advisors reported no remaining Five Below position as of Q4 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 3 Five Below shares in Q4 2024, an estimated $265.
  • Plante Moran Financial Advisors first reported a position in Five Below in Q1 2017 and held it in 6 quarters.
  • Plante Moran Financial Advisors's Five Below position peaked at $14K in Q3 2020.
  • 423 funds tracked by Wall St. Rank held Five Below as of Q4 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.