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Wealthspire Advisors (Maryland)’s Fortune Brands Innovations FBIN Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio FBIN Stock Details FBIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$227K Buy
+3,067
New +$205K 0.01% 418
2020
Q1 		– Sell
-4,574
Closed -$255K – 457
2019
Q4 		$255K Buy
+4,574
New +$241K 0.02% 416
2019
Q2 		– Sell
-3,819
Closed -$155K – 969
2019
Q1 		$155K Sell
3,819
-129
-3% -$4.95K 0.01% 500
2018
Q4 		$128K Buy
3,948
+329
+9% +$12.4K 0.01% 528
2018
Q3 		$162K Buy
3,619
+75
+2% +$3.53K 0.01% 513
2018
Q2 		$163K Sell
3,544
-85
-2% -$4.12K 0.01% 522
2018
Q1 		$183K Sell
3,629
-258
-7% -$14.4K 0.02% 504
2017
Q4 		$227K Sell
3,887
-940
-19% -$53.4K 0.02% 438
2017
Q3 		$277K Buy
4,827
+897
+23% +$49.6K 0.03% 380
2017
Q2 		$219K Buy
3,930
+68
+2% +$3.68K 0.03% 423
2017
Q1 		$201K Buy
3,862
+491
+15% +$24.1K 0.03% 392
2016
Q4 		$154K Sell
3,371
-635
-16% -$30K 0.02% 443
2016
Q3 		$199K Buy
4,006
+381
+11% +$19.9K 0.03% 384
2016
Q2 		$180K Buy
3,625
+1,672
+86% +$81.6K 0.03% 393
2016
Q1 		$94K Buy
1,953
+553
+40% +$23.8K 0.02% 535
2015
Q4 		$66K Buy
+1,400
New +$63.4K 0.01% 637

Other funds holding FBIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) opened a new position in Fortune Brands Innovations (FBIN) in Q3 2020: 3,067 shares worth $227K. The stake represents 0.01% of the portfolio and ranks #418 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in FBIN as recently as Q4 2019.

Wealthspire Advisors (Maryland) first reported a position in FBIN in Q4 2015 and has held it in 16 quarters since. The position peaked at $277K in Q3 2017. 595 funds tracked by Wall St. Rank hold FBIN as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 3,067 shares of Fortune Brands Innovations worth $227K as of Q3 2020.
  • Fortune Brands Innovations was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • Fortune Brands Innovations made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #418 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Fortune Brands Innovations in Q4 2015 and has held it in 16 quarters since.
  • Wealthspire Advisors (Maryland)'s Fortune Brands Innovations position peaked at $277K in Q3 2017.
  • 595 funds tracked by Wall St. Rank held Fortune Brands Innovations as of Q3 2020.

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