True Link Financial Advisors’s Flowers Foods FLO Stock Holding History

True Link Financial Advisors’s Portfolio FLO Stock Details FLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-14,275	Closed	-$355K	–	105
2023 Q2	$355K	Hold	14,275	–	–	0.04%	90
2023 Q1	$391K	Hold	14,275	–	–	0.05%	88
2022 Q4	$410K	Hold	14,275	–	–	0.06%	81
2022 Q3	$352K	Buy	14,275 +6,350	+80%	+$172K	0.05%	98
2022 Q2	$209K	Hold	7,925	–	–	0.03%	118
2022 Q1	$204K	Buy	+7,925	New	+$216K	0.03%	125

Other funds holding FLO

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

WSCM

Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

WSC

Wellington Shields & Co New York $392M AUM 30.65% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

True Link Financial Advisors's FLO Position: Q3 2023 in Review

True Link Financial Advisors sold out of Flowers Foods (FLO) in Q3 2023, closing a stake of 14,275 shares — an estimated $355K sold.

True Link Financial Advisors first reported a position in FLO in Q1 2022 and held it in 6 quarters. The position peaked at $410K in Q4 2022. 394 funds tracked by Wall St. Rank hold FLO as of Q3 2023.

True Link Financial Advisors reported no remaining Flowers Foods position as of Q3 2023 after selling out during the quarter.
True Link Financial Advisors sold 14,275 Flowers Foods shares in Q3 2023, an estimated $355K.
True Link Financial Advisors first reported a position in Flowers Foods in Q1 2022 and held it in 6 quarters.
True Link Financial Advisors's Flowers Foods position peaked at $410K in Q4 2022.
394 funds tracked by Wall St. Rank held Flowers Foods as of Q3 2023.

Based on True Link Financial Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.