Selective Wealth Management’s Fortune Brands Innovations FBIN Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-117	Closed	-$5K	–	314
2022 Q3	$5K	Hold	117	–	–	﹤0.01%	588
2022 Q2	$6K	Sell	117 -60	-34%	-$3.52K	﹤0.01%	608
2022 Q1	$11K	Hold	177	–	–	﹤0.01%	525
2021 Q4	$16K	Hold	177	–	–	0.01%	438
2021 Q3	$14K	Hold	177	–	–	0.01%	398
2021 Q2	$15K	Hold	177	–	–	0.01%	300
2021 Q1	$14K	Hold	177	–	–	0.01%	218
2020 Q4	$13K	Buy	+177	New	+$12.9K	0.01%	217
2020 Q1	–	Sell	-9	Closed	-$1K	–	337
2019 Q4	$1K	Hold	9	–	–	﹤0.01%	306
2019 Q3	$0	Buy	+9	New	+$409	﹤0.01%	335

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

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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Selective Wealth Management's FBIN Position: Q4 2022 in Review

Selective Wealth Management sold out of Fortune Brands Innovations (FBIN) in Q4 2022, closing a stake of 117 shares — an estimated $5K sold.

Selective Wealth Management first reported a position in FBIN in Q3 2019 and held it in 10 quarters. The position peaked at $16K in Q4 2021. 576 funds tracked by Wall St. Rank hold FBIN as of Q4 2022.

Selective Wealth Management reported no remaining Fortune Brands Innovations position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 117 Fortune Brands Innovations shares in Q4 2022, an estimated $5K.
Selective Wealth Management first reported a position in Fortune Brands Innovations in Q3 2019 and held it in 10 quarters.
Selective Wealth Management's Fortune Brands Innovations position peaked at $16K in Q4 2021.
576 funds tracked by Wall St. Rank held Fortune Brands Innovations as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.