TWM
FIVE icon

Torch Wealth Management’s Five Below FIVE Stock Holding History

Torch Wealth Management’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-18,575
Closed -$804K – 96
2017
Q1 		$804K Buy
18,575
+100
+0.5% +$3.97K 0.54% 55
2016
Q4 		$738K Buy
18,475
+5,450
+42% +$215K 0.52% 54
2016
Q3 		$525K Buy
13,025
+300
+2% +$13.9K 0.38% 61
2016
Q2 		$591K Buy
+12,725
New +$532K 0.43% 61

Other funds holding FIVE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Torch Wealth Management's FIVE Position: Q2 2017 in Review

Torch Wealth Management sold out of Five Below (FIVE) in Q2 2017, closing a stake of 18,575 shares — an estimated $804K sold.

Torch Wealth Management first reported a position in FIVE in Q2 2016 and held it in 4 quarters. The position peaked at $804K in Q1 2017. 272 funds tracked by Wall St. Rank hold FIVE as of Q2 2017.

  • Torch Wealth Management reported no remaining Five Below position as of Q2 2017 after selling out during the quarter.
  • Torch Wealth Management sold 18,575 Five Below shares in Q2 2017, an estimated $804K.
  • Torch Wealth Management first reported a position in Five Below in Q2 2016 and held it in 4 quarters.
  • Torch Wealth Management's Five Below position peaked at $804K in Q1 2017.
  • 272 funds tracked by Wall St. Rank held Five Below as of Q2 2017.

Based on Torch Wealth Management's 13F filing for Q2 2017, filed 20 Jul 2017.