Ridgecrest Wealth Partners’s Fortune Brands Innovations FBIN Stock Holding History

Ridgecrest Wealth Partners’s Portfolio FBIN Stock Details FBIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,028	Closed	-$207K	–	115
2024 Q4	$207K	Hold	3,028	–	–	0.11%	102
2024 Q3	$271K	Buy	+3,028	New	+$232K	0.14%	91
2024 Q2	–	Sell	-3,028	Closed	-$256K	–	111
2024 Q1	$256K	Hold	3,028	–	–	0.15%	90
2023 Q4	$231K	Buy	+3,028	New	+$199K	0.15%	89
2023 Q3	–	Sell	-3,028	Closed	-$218K	–	99
2023 Q2	$218K	Buy	+3,028	New	+$193K	0.14%	91
2022 Q2	–	Sell	-3,543	Closed	-$225K	–	108
2022 Q1	$225K	Hold	3,543	–	–	0.14%	100
2021 Q4	$324K	Hold	3,543	–	–	0.16%	98
2021 Q3	$271K	Hold	3,543	–	–	0.15%	99
2021 Q2	$302K	Buy	3,543 +852	+32%	+$74.6K	0.19%	86
2021 Q1	$220K	Buy	+2,691	New	+$204K	0.21%	84

Other funds holding FBIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ridgecrest Wealth Partners's FBIN Position: Q1 2025 in Review

Ridgecrest Wealth Partners sold out of Fortune Brands Innovations (FBIN) in Q1 2025, closing a stake of 3,028 shares — an estimated $207K sold.

Ridgecrest Wealth Partners first reported a position in FBIN in Q1 2021 and held it in 10 quarters. The position peaked at $324K in Q4 2021. 603 funds tracked by Wall St. Rank hold FBIN as of Q1 2025.

Ridgecrest Wealth Partners reported no remaining Fortune Brands Innovations position as of Q1 2025 after selling out during the quarter.
Ridgecrest Wealth Partners sold 3,028 Fortune Brands Innovations shares in Q1 2025, an estimated $207K.
Ridgecrest Wealth Partners first reported a position in Fortune Brands Innovations in Q1 2021 and held it in 10 quarters.
Ridgecrest Wealth Partners's Fortune Brands Innovations position peaked at $324K in Q4 2021.
603 funds tracked by Wall St. Rank held Fortune Brands Innovations as of Q1 2025.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2025, filed 22 Apr 2025.