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RGT Wealth Advisors’s Fox Factory Holding Corp FOXF Stock Holding History

RGT Wealth Advisors’s Portfolio FOXF Stock Details FOXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-5,078
Closed -$219K – 102
2017
Q3 		$219K Buy
+5,078
New +$197K 0.15% 83

Other funds holding FOXF

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Vanguard Group
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Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RGT Wealth Advisors's FOXF Position: Q4 2017 in Review

RGT Wealth Advisors sold out of Fox Factory Holding Corp (FOXF) in Q4 2017, closing a stake of 5,078 shares — an estimated $219K sold.

RGT Wealth Advisors first reported a position in FOXF in Q3 2017 and held it in 1 quarter. The position peaked at $219K in Q3 2017. 187 funds tracked by Wall St. Rank hold FOXF as of Q4 2017.

  • RGT Wealth Advisors reported no remaining Fox Factory Holding Corp position as of Q4 2017 after selling out during the quarter.
  • RGT Wealth Advisors sold 5,078 Fox Factory Holding Corp shares in Q4 2017, an estimated $219K.
  • RGT Wealth Advisors first reported a position in Fox Factory Holding Corp in Q3 2017 and held it in 1 quarter.
  • RGT Wealth Advisors's Fox Factory Holding Corp position peaked at $219K in Q3 2017.
  • 187 funds tracked by Wall St. Rank held Fox Factory Holding Corp as of Q4 2017.

Based on RGT Wealth Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.