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Sugarloaf Wealth Management’s Fortune Brands Innovations FBIN Stock Holding History

Sugarloaf Wealth Management’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
2024
Q3 		– Sell
-8
Closed -$520 – 685
2024
Q2 		$520 Hold
8
– – ﹤0.01% 627
2024
Q1 		$677 Hold
8
– – ﹤0.01% 634
2023
Q4 		$609 Hold
8
– – ﹤0.01% 640
2023
Q3 		$497 Hold
8
– – ﹤0.01% 644
2023
Q2 		$576 Hold
8
– – ﹤0.01% 652
2023
Q1 		$470 Hold
8
– – ﹤0.01% 658
2022
Q4 		$457 Sell
8
-1
-11% -$53 ﹤0.01% 734
2022
Q3 		$1K Hold
9
– – ﹤0.01% 762
2022
Q2 		$0 Hold
9
– – ﹤0.01% 793
2022
Q1 		$1K Hold
9
– – ﹤0.01% 677
2021
Q4 		$1K Hold
9
– – ﹤0.01% 709
2021
Q3 		$1K Hold
9
– – ﹤0.01% 718
2021
Q2 		$1K Hold
9
– – ﹤0.01% 713
2021
Q1 		$1 Hold
9
– – ﹤0.01% 707
2020
Q4 		$1K Hold
9
– – ﹤0.01% 673
2020
Q3 		$1K Hold
9
– – ﹤0.01% 637
2020
Q2 		$1K Hold
9
– – ﹤0.01% 634
2020
Q1 		$0 Hold
9
– – ﹤0.01% 703
2019
Q4 		$1K Buy
+9
New +$473 ﹤0.01% 664

Other funds holding FBIN

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sugarloaf Wealth Management's FBIN Position: Q3 2024 in Review

Sugarloaf Wealth Management sold out of Fortune Brands Innovations (FBIN) in Q3 2024, closing a stake of 8 shares — an estimated $520 sold.

Sugarloaf Wealth Management first reported a position in FBIN in Q4 2019 and held it in 19 quarters. The position peaked at $1K in Q3 2022. 633 funds tracked by Wall St. Rank hold FBIN as of Q3 2024.

  • Sugarloaf Wealth Management reported no remaining Fortune Brands Innovations position as of Q3 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 8 Fortune Brands Innovations shares in Q3 2024, an estimated $520.
  • Sugarloaf Wealth Management first reported a position in Fortune Brands Innovations in Q4 2019 and held it in 19 quarters.
  • Sugarloaf Wealth Management's Fortune Brands Innovations position peaked at $1K in Q3 2022.
  • 633 funds tracked by Wall St. Rank held Fortune Brands Innovations as of Q3 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.