SWM
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Sugarloaf Wealth Management’s 1-800-Flowers.com FLWS Stock Holding History

Sugarloaf Wealth Management’s Portfolio FLWS Stock Details FLWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-5
Closed – – 761
2020
Q4 		$0 Buy
+5
New +$122 ﹤0.01% 734

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ACB
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PCM
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Dimensional Fund Advisors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sugarloaf Wealth Management's FLWS Position: Q1 2021 in Review

Sugarloaf Wealth Management sold out of 1-800-Flowers.com (FLWS) in Q1 2021, closing a stake of 5 shares.

Sugarloaf Wealth Management first reported a position in FLWS in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 168 funds tracked by Wall St. Rank hold FLWS as of Q1 2021.

  • Sugarloaf Wealth Management reported no remaining 1-800-Flowers.com position as of Q1 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 5 1-800-Flowers.com shares in Q1 2021.
  • Sugarloaf Wealth Management first reported a position in 1-800-Flowers.com in Q4 2020 and held it in 1 quarter.
  • Sugarloaf Wealth Management's 1-800-Flowers.com position peaked at $0 in Q4 2020.
  • 168 funds tracked by Wall St. Rank held 1-800-Flowers.com as of Q1 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2021, filed 19 Apr 2021.