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Wallace Advisory Group’s Fortune Brands Innovations FBIN Stock Holding History

Wallace Advisory Group’s Portfolio FBIN Stock Details FBIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,456
Closed -$254K – 180
2022
Q4 		$254K Buy
+4,456
New +$234K 0.2% 121

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Wallace Advisory Group's FBIN Position: Q1 2023 in Review

Wallace Advisory Group sold out of Fortune Brands Innovations (FBIN) in Q1 2023, closing a stake of 4,456 shares — an estimated $254K sold.

Wallace Advisory Group first reported a position in FBIN in Q4 2022 and held it in 1 quarter. The position peaked at $254K in Q4 2022. 548 funds tracked by Wall St. Rank hold FBIN as of Q1 2023.

  • Wallace Advisory Group reported no remaining Fortune Brands Innovations position as of Q1 2023 after selling out during the quarter.
  • Wallace Advisory Group sold 4,456 Fortune Brands Innovations shares in Q1 2023, an estimated $254K.
  • Wallace Advisory Group first reported a position in Fortune Brands Innovations in Q4 2022 and held it in 1 quarter.
  • Wallace Advisory Group's Fortune Brands Innovations position peaked at $254K in Q4 2022.
  • 548 funds tracked by Wall St. Rank held Fortune Brands Innovations as of Q1 2023.

Based on Wallace Advisory Group's 13F filing for Q1 2023, filed 11 May 2023.