Surevest’s Fastenal FAST Stock Holding History

Surevest’s Portfolio FAST Stock Details FAST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	450
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	486
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	460
2021 Q4	$1K	Buy	+30	New	+$884	﹤0.01%	469

Other funds holding FAST

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Surevest's FAST Position: Q3 2022 in Review

Surevest held its Fastenal (FAST) position steady in Q3 2022 at 30 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Surevest first reported a position in FAST in Q4 2021 and has held it in 4 quarters since. 991 funds tracked by Wall St. Rank hold FAST as of Q3 2022.

Surevest held 30 shares of Fastenal worth $1K as of Q3 2022.
Surevest left its Fastenal share count unchanged in Q3 2022.
Fastenal made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #450 holding.
Surevest first reported a position in Fastenal in Q4 2021 and has held it in 4 quarters since.
991 funds tracked by Wall St. Rank held Fastenal as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.