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Sowa Financial Group’s Five Below FIVE Stock Holding History

Sowa Financial Group’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
2020
Q3 		– Sell
-29
Closed -$3K – 271
2020
Q2 		$3K Hold
29
– – ﹤0.01% 302
2020
Q1 		$2K Hold
29
– – ﹤0.01% 313
2019
Q4 		$4K Buy
+29
New +$3.63K ﹤0.01% 286

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sowa Financial Group's FIVE Position: Q3 2020 in Review

Sowa Financial Group sold out of Five Below (FIVE) in Q3 2020, closing a stake of 29 shares — an estimated $3K sold.

Sowa Financial Group first reported a position in FIVE in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 398 funds tracked by Wall St. Rank hold FIVE as of Q3 2020.

  • Sowa Financial Group reported no remaining Five Below position as of Q3 2020 after selling out during the quarter.
  • Sowa Financial Group sold 29 Five Below shares in Q3 2020, an estimated $3K.
  • Sowa Financial Group first reported a position in Five Below in Q4 2019 and held it in 3 quarters.
  • Sowa Financial Group's Five Below position peaked at $4K in Q4 2019.
  • 398 funds tracked by Wall St. Rank held Five Below as of Q3 2020.

Based on Sowa Financial Group's 13F filing for Q3 2020, filed 6 Oct 2020.