SWM
FIVE icon

SeaCrest Wealth Management’s Five Below FIVE Stock Holding History

SeaCrest Wealth Management’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
2019
Q2 		– Sell
-15
Closed -$2K – 960
2019
Q1 		$2K Sell
15
-400
-96% -$48.4K ﹤0.01% 1914
2018
Q4 		$42K Buy
415
+184
+80% +$20.3K 0.01% 960
2018
Q3 		$30K Hold
231
– – 0.01% 1210
2018
Q2 		$23K Sell
231
-16
-6% -$1.28K ﹤0.01% 1301
2018
Q1 		$18K Buy
247
+200
+426% +$13.5K ﹤0.01% 1364
2017
Q4 		$3K Buy
+47
New +$2.82K ﹤0.01% 1921

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

SeaCrest Wealth Management's FIVE Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of Five Below (FIVE) in Q2 2019, closing a stake of 15 shares — an estimated $2K sold.

SeaCrest Wealth Management first reported a position in FIVE in Q4 2017 and held it in 6 quarters. The position peaked at $42K in Q4 2018. 428 funds tracked by Wall St. Rank hold FIVE as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining Five Below position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 15 Five Below shares in Q2 2019, an estimated $2K.
  • SeaCrest Wealth Management first reported a position in Five Below in Q4 2017 and held it in 6 quarters.
  • SeaCrest Wealth Management's Five Below position peaked at $42K in Q4 2018.
  • 428 funds tracked by Wall St. Rank held Five Below as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.