Wealthfront Advisers
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Wealthfront Advisers’s Five Below FIVE Stock Holding History

Wealthfront Advisers’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
2024
Q1 		– Sell
-958
Closed -$204K – 872
2023
Q4 		$204K Buy
+958
New +$176K ﹤0.01% 838
2023
Q2 		– Sell
-1,010
Closed -$208K – 828
2023
Q1 		$208K Buy
+1,010
New +$199K ﹤0.01% 792
2022
Q1 		– Sell
-1,415
Closed -$293K – 787
2021
Q4 		$293K Buy
1,415
+81
+6% +$15.9K ﹤0.01% 687
2021
Q3 		$235K Sell
1,334
-38
-3% -$7.57K ﹤0.01% 663
2021
Q2 		$265K Sell
1,372
-75
-5% -$14.3K ﹤0.01% 585
2021
Q1 		$276K Buy
1,447
+92
+7% +$17.3K ﹤0.01% 511
2020
Q4 		$237K Buy
+1,355
New +$201K ﹤0.01% 507

Other funds holding FIVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealthfront Advisers's FIVE Position: Q1 2024 in Review

Wealthfront Advisers sold out of Five Below (FIVE) in Q1 2024, closing a stake of 958 shares — an estimated $204K sold.

Wealthfront Advisers first reported a position in FIVE in Q4 2020 and held it in 7 quarters. The position peaked at $293K in Q4 2021. 499 funds tracked by Wall St. Rank hold FIVE as of Q1 2024.

  • Wealthfront Advisers reported no remaining Five Below position as of Q1 2024 after selling out during the quarter.
  • Wealthfront Advisers sold 958 Five Below shares in Q1 2024, an estimated $204K.
  • Wealthfront Advisers first reported a position in Five Below in Q4 2020 and held it in 7 quarters.
  • Wealthfront Advisers's Five Below position peaked at $293K in Q4 2021.
  • 499 funds tracked by Wall St. Rank held Five Below as of Q1 2024.

Based on Wealthfront Advisers's 13F filing for Q1 2024, filed 19 Apr 2024.