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WealthPLAN Partners’s Fox Factory Holding Corp FOXF Stock Holding History

WealthPLAN Partners’s Portfolio FOXF Stock Details FOXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$0 Buy
+50
New +$886 ﹤0.01% 1746
2015
Q2 		$0 Buy
+25
New +$403 ﹤0.01% 461

Other funds holding FOXF

FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

WealthPLAN Partners's FOXF Position: Q4 2015 in Review

WealthPLAN Partners opened a new position in Fox Factory Holding Corp (FOXF) in Q4 2015: 50 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1746 among its holdings. This is a return to the name: WealthPLAN Partners previously reported a position in FOXF as recently as Q2 2015.

WealthPLAN Partners first reported a position in FOXF in Q2 2015 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold FOXF as of Q4 2015.

  • WealthPLAN Partners held 50 shares of Fox Factory Holding Corp worth $0 as of Q4 2015.
  • Fox Factory Holding Corp was a new WealthPLAN Partners position in Q4 2015.
  • Fox Factory Holding Corp made up ﹤0.01% of WealthPLAN Partners's portfolio in Q4 2015, its #1746 holding.
  • WealthPLAN Partners first reported a position in Fox Factory Holding Corp in Q2 2015 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held Fox Factory Holding Corp as of Q4 2015.

Based on WealthPLAN Partners's 13F filing for Q4 2015, filed 24 Mar 2016.