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Wealthspire Advisors (Maryland)’s Fastenal FAST Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio FAST Stock Details FAST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$1.15M Buy
50,924
+4,082
+9% +$93.8K 0.04% 177
2020
Q2 		$1M Buy
46,842
+194
+0.4% +$3.71K 0.07% 158
2020
Q1 		$729K Sell
46,648
-3,552
-7% -$62.5K 0.06% 186
2019
Q4 		$927K Buy
50,200
+140
+0.3% +$2.5K 0.06% 181
2019
Q3 		$818K Sell
50,060
-5,516
-10% -$85.8K 0.06% 173
2019
Q2 		$906K Sell
55,576
-3,056
-5% -$50.4K 0.07% 147
2019
Q1 		$943K Sell
58,632
-332
-0.6% -$5K 0.07% 145
2018
Q4 		$771K Buy
58,964
+208
+0.4% +$2.81K 0.07% 150
2018
Q3 		$852K Sell
58,756
-4,124
-7% -$58.7K 0.07% 162
2018
Q2 		$757K Sell
62,880
-1,760
-3% -$22.8K 0.07% 166
2018
Q1 		$882K Sell
64,640
-932
-1% -$12.8K 0.08% 146
2017
Q4 		$897K Sell
65,572
-5,736
-8% -$71.1K 0.09% 149
2017
Q3 		$813K Sell
71,308
-11,556
-14% -$125K 0.09% 148
2017
Q2 		$902K Buy
82,864
+2,992
+4% +$33.6K 0.11% 130
2017
Q1 		$1.03M Buy
79,872
+2,004
+3% +$25.1K 0.15% 96
2016
Q4 		$915K Sell
77,868
-5,388
-6% -$59.1K 0.14% 107
2016
Q3 		$870K Buy
83,256
+12,076
+17% +$128K 0.14% 109
2016
Q2 		$790K Sell
71,180
-1,300
-2% -$14.8K 0.13% 116
2016
Q1 		$888K Sell
72,480
-5,628
-7% -$61.2K 0.16% 97
2015
Q4 		$797K Buy
+78,108
New +$769K 0.15% 106

Other funds holding FAST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FAST Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Fastenal (FAST) stake by 8.7% in Q3 2020, buying an estimated $93.8K and bringing the position to 50,924 shares worth $1.15M. The position accounts for 0.04% of the portfolio, ranked #177.

Wealthspire Advisors (Maryland) first reported a position in FAST in Q4 2015 and has held it in 20 quarters since. 901 funds tracked by Wall St. Rank hold FAST as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 50,924 shares of Fastenal worth $1.15M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 4,082 Fastenal shares in Q3 2020, an estimated $93.8K.
  • Fastenal made up 0.04% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #177 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Fastenal in Q4 2015 and has held it in 20 quarters since.
  • 901 funds tracked by Wall St. Rank held Fastenal as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.