Spire Wealth Management’s Fox Factory Holding Corp FOXF Stock Holding History

Spire Wealth Management’s Portfolio FOXF Stock Details FOXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,054	Closed	-$114K	–	2397
2023 Q2	$114K	Hold	1,054	–	–	﹤0.01%	930
2023 Q1	$128K	Sell	1,054 -222	-17%	-$25.5K	0.01%	884
2022 Q4	$116K	Buy	1,276 +123	+11%	+$11.4K	0.01%	701
2022 Q3	$91K	Hold	1,153	–	–	0.01%	739
2022 Q2	$93K	Hold	1,153	–	–	﹤0.01%	1063
2022 Q1	$113K	Sell	1,153 -33	-3%	-$4.08K	﹤0.01%	1120
2021 Q4	$202K	Hold	1,186	–	–	﹤0.01%	1085
2021 Q3	$171K	Hold	1,186	–	–	﹤0.01%	981
2021 Q2	$185K	Hold	1,186	–	–	0.01%	965
2021 Q1	$151K	Buy	+1,186	New	+$153K	﹤0.01%	1189

Other funds holding FOXF

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Spire Wealth Management's FOXF Position: Q3 2023 in Review

Spire Wealth Management sold out of Fox Factory Holding Corp (FOXF) in Q3 2023, closing a stake of 1,054 shares — an estimated $114K sold.

Spire Wealth Management first reported a position in FOXF in Q1 2021 and held it in 10 quarters. The position peaked at $202K in Q4 2021. 313 funds tracked by Wall St. Rank hold FOXF as of Q3 2023.

Spire Wealth Management reported no remaining Fox Factory Holding Corp position as of Q3 2023 after selling out during the quarter.
Spire Wealth Management sold 1,054 Fox Factory Holding Corp shares in Q3 2023, an estimated $114K.
Spire Wealth Management first reported a position in Fox Factory Holding Corp in Q1 2021 and held it in 10 quarters.
Spire Wealth Management's Fox Factory Holding Corp position peaked at $202K in Q4 2021.
313 funds tracked by Wall St. Rank held Fox Factory Holding Corp as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.