Sugarloaf Wealth Management’s Flanigan's Enterprises BDL Stock Holding History

Sugarloaf Wealth Management’s Portfolio BDL Stock Details BDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-100	Closed	-$3K	–	781
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	608
2021 Q4	$3K	Hold	100	–	–	﹤0.01%	631
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	644
2021 Q2	$4K	Hold	100	–	–	﹤0.01%	609
2021 Q1	$2	Hold	100	–	–	﹤0.01%	666
2020 Q4	$2K	Hold	100	–	–	﹤0.01%	627
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	605
2020 Q2	$2K	Hold	100	–	–	﹤0.01%	597
2020 Q1	$1K	Hold	100	–	–	﹤0.01%	632
2019 Q4	$2K	Buy	+100	New	+$2.25K	﹤0.01%	626

Other funds holding BDL

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCG

Ceeto Capital Group Coral Gables, Florida $326M AUM 24.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sugarloaf Wealth Management's BDL Position: Q2 2022 in Review

Sugarloaf Wealth Management sold out of Flanigan's Enterprises (BDL) in Q2 2022, closing a stake of 100 shares — an estimated $3K sold.

Sugarloaf Wealth Management first reported a position in BDL in Q4 2019 and held it in 10 quarters. The position peaked at $4K in Q2 2021. 15 funds tracked by Wall St. Rank hold BDL as of Q2 2022.

Sugarloaf Wealth Management reported no remaining Flanigan's Enterprises position as of Q2 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 100 Flanigan's Enterprises shares in Q2 2022, an estimated $3K.
Sugarloaf Wealth Management first reported a position in Flanigan's Enterprises in Q4 2019 and held it in 10 quarters.
Sugarloaf Wealth Management's Flanigan's Enterprises position peaked at $4K in Q2 2021.
15 funds tracked by Wall St. Rank held Flanigan's Enterprises as of Q2 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.