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Tyler-Stone Wealth Management’s Five Below FIVE Stock Holding History

Tyler-Stone 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
2022
Q1 		– Sell
-7
Closed -$1K – 870
2021
Q4 		$1K Buy
+7
New +$1.38K ﹤0.01% 853

Other funds holding FIVE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Tyler-Stone Wealth Management's FIVE Position: Q1 2022 in Review

Tyler-Stone Wealth Management sold out of Five Below (FIVE) in Q1 2022, closing a stake of 7 shares — an estimated $1K sold.

Tyler-Stone Wealth Management first reported a position in FIVE in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 448 funds tracked by Wall St. Rank hold FIVE as of Q1 2022.

  • Tyler-Stone Wealth Management reported no remaining Five Below position as of Q1 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 7 Five Below shares in Q1 2022, an estimated $1K.
  • Tyler-Stone Wealth Management first reported a position in Five Below in Q4 2021 and held it in 1 quarter.
  • Tyler-Stone Wealth Management's Five Below position peaked at $1K in Q4 2021.
  • 448 funds tracked by Wall St. Rank held Five Below as of Q1 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.