WE
BFX

Wealth Effects’s BowFlex Inc. BFX Stock Holding History

Wealth Effects’s Portfolio BFX Stock Details BFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-57,000
Closed -$43.9K – 240
2023
Q4 		$43.9K Sell
57,000
-64,500
-53% -$43.9K 0.02% 223
2023
Q3 		$103K Buy
121,500
+45,092
+59% +$44.5K 0.05% 182
2023
Q2 		$93.2K Sell
76,408
-1,100
-1% -$1.4K 0.04% 190
2023
Q1 		$104K Buy
77,508
+18,500
+31% +$30.6K 0.05% 185
2022
Q4 		$90.3K Sell
59,008
-5,656
-9% -$8.99K 0.05% 183
2022
Q3 		$105K Sell
64,664
-5,100
-7% -$10.3K 0.06% 174
2022
Q2 		$122K Buy
69,764
+19,256
+38% +$53.2K 0.07% 176
2022
Q1 		$208K Buy
50,508
+27,458
+119% +$137K 0.1% 181
2021
Q4 		$141K Buy
+23,050
New +$191K 0.06% 204

Other funds holding BFX

NS
NBC Securities Birmingham, Alabama $1.33B AUM 24% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $148M AUM 31.4% 1-Year Est. Return
SVCP
Silicon Valley Capital Partners San Jose, California $1.02B AUM 21.85% 1-Year Est. Return

Wealth Effects's BFX Position: Q1 2024 in Review

Wealth Effects sold out of BowFlex Inc. (BFX) in Q1 2024, closing a stake of 57,000 shares — an estimated $43.9K sold.

Wealth Effects first reported a position in BFX in Q4 2021 and held it in 9 quarters. The position peaked at $208K in Q1 2022. 6 funds tracked by Wall St. Rank hold BFX as of Q1 2024.

  • Wealth Effects reported no remaining BowFlex Inc. position as of Q1 2024 after selling out during the quarter.
  • Wealth Effects sold 57,000 BowFlex Inc. shares in Q1 2024, an estimated $43.9K.
  • Wealth Effects first reported a position in BowFlex Inc. in Q4 2021 and held it in 9 quarters.
  • Wealth Effects's BowFlex Inc. position peaked at $208K in Q1 2022.
  • 6 funds tracked by Wall St. Rank held BowFlex Inc. as of Q1 2024.

Based on Wealth Effects's 13F filing for Q1 2024, filed 22 Apr 2024.