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Selective Wealth Management’s Flowers Foods FLO Stock Holding History

Selective Wealth Management’s Portfolio FLO Stock Details FLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,019
Closed -$50K – 329
2022
Q3 		$50K Hold
2,019
– – 0.02% 299
2022
Q2 		$53K Hold
2,019
– – 0.02% 312
2022
Q1 		$52K Buy
+2,019
New +$54.9K 0.02% 294

Other funds holding FLO

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WSCM
Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return
WSC
Wellington Shields & Co New York $392M AUM 30.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
SAA
Southeast Asset Advisors Thomasville, Georgia $913M AUM 25.32% 1-Year Est. Return

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

Selective Wealth Management sold out of Flowers Foods (FLO) in Q4 2022, closing a stake of 2,019 shares — an estimated $50K sold.

Selective Wealth Management first reported a position in FLO in Q1 2022 and held it in 3 quarters. The position peaked at $53K in Q2 2022. 400 funds tracked by Wall St. Rank hold FLO as of Q4 2022.

  • Selective Wealth Management reported no remaining Flowers Foods position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 2,019 Flowers Foods shares in Q4 2022, an estimated $50K.
  • Selective Wealth Management first reported a position in Flowers Foods in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's Flowers Foods position peaked at $53K in Q2 2022.
  • 400 funds tracked by Wall St. Rank held Flowers Foods as of Q4 2022.

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