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Selective Wealth Management’s Five Below FIVE Stock Holding History

Selective 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
2022
Q2 		– Sell
-316
Closed -$50K – 789
2022
Q1 		$50K Hold
316
– – 0.02% 298
2021
Q4 		$65K Hold
316
– – 0.03% 241
2021
Q3 		$56K Buy
316
+300
+1,875% +$59.7K 0.03% 239
2021
Q2 		$3K Buy
+16
New +$3.06K ﹤0.01% 438

Other funds holding FIVE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Selective Wealth Management's FIVE Position: Q2 2022 in Review

Selective Wealth Management sold out of Five Below (FIVE) in Q2 2022, closing a stake of 316 shares — an estimated $50K sold.

Selective Wealth Management first reported a position in FIVE in Q2 2021 and held it in 4 quarters. The position peaked at $65K in Q4 2021. 423 funds tracked by Wall St. Rank hold FIVE as of Q2 2022.

  • Selective Wealth Management reported no remaining Five Below position as of Q2 2022 after selling out during the quarter.
  • Selective Wealth Management sold 316 Five Below shares in Q2 2022, an estimated $50K.
  • Selective Wealth Management first reported a position in Five Below in Q2 2021 and held it in 4 quarters.
  • Selective Wealth Management's Five Below position peaked at $65K in Q4 2021.
  • 423 funds tracked by Wall St. Rank held Five Below as of Q2 2022.

Based on Selective Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.