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Wallace Advisory Group’s Floor & Decor FND Stock Holding History

Wallace Advisory Group’s Portfolio FND Stock Details FND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,149
Closed -$223K – 171
2023
Q3 		$223K Sell
2,149
-46
-2% -$4.68K 0.16% 154
2023
Q2 		$216K Hold
2,195
– – 0.16% 149
2023
Q1 		$216K Buy
+2,195
New +$197K 0.16% 149

Other funds holding FND

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wallace Advisory Group's FND Position: Q4 2023 in Review

Wallace Advisory Group sold out of Floor & Decor (FND) in Q4 2023, closing a stake of 2,149 shares — an estimated $223K sold.

Wallace Advisory Group first reported a position in FND in Q1 2023 and held it in 3 quarters. The position peaked at $223K in Q3 2023. 450 funds tracked by Wall St. Rank hold FND as of Q4 2023.

  • Wallace Advisory Group reported no remaining Floor & Decor position as of Q4 2023 after selling out during the quarter.
  • Wallace Advisory Group sold 2,149 Floor & Decor shares in Q4 2023, an estimated $223K.
  • Wallace Advisory Group first reported a position in Floor & Decor in Q1 2023 and held it in 3 quarters.
  • Wallace Advisory Group's Floor & Decor position peaked at $223K in Q3 2023.
  • 450 funds tracked by Wall St. Rank held Floor & Decor as of Q4 2023.

Based on Wallace Advisory Group's 13F filing for Q4 2023, filed 9 Jan 2024.