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Sterling Financial Planning’s Fortune Brands Innovations FBIN Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-150
Closed -$11K – 206
2021
Q3 		$11K Hold
150
– – 0.01% 312
2021
Q2 		$13K Hold
150
– – 0.01% 279
2021
Q1 		$12K Hold
150
– – 0.01% 265
2020
Q4 		$11K Buy
+150
New +$10.9K 0.01% 254

Other funds holding FBIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Sterling Financial Planning's FBIN Position: Q4 2021 in Review

Sterling Financial Planning sold out of Fortune Brands Innovations (FBIN) in Q4 2021, closing a stake of 150 shares — an estimated $11K sold.

Sterling Financial Planning first reported a position in FBIN in Q4 2020 and held it in 4 quarters. The position peaked at $13K in Q2 2021. 707 funds tracked by Wall St. Rank hold FBIN as of Q4 2021.

  • Sterling Financial Planning reported no remaining Fortune Brands Innovations position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 150 Fortune Brands Innovations shares in Q4 2021, an estimated $11K.
  • Sterling Financial Planning first reported a position in Fortune Brands Innovations in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Fortune Brands Innovations position peaked at $13K in Q2 2021.
  • 707 funds tracked by Wall St. Rank held Fortune Brands Innovations as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.