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Wealthspire Advisors (Maryland)’s Five Below FIVE Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-64
Closed -$8K – 995
2019
Q1 		$8K Buy
+64
New +$7.75K ﹤0.01% 1622
2018
Q4 		– Sell
-24
Closed -$3K – 2471
2018
Q3 		$3K Sell
24
-19
-44% -$2.11K ﹤0.01% 2021
2018
Q2 		$4K Sell
43
-22
-34% -$1.77K ﹤0.01% 1877
2018
Q1 		$5K Hold
65
– – ﹤0.01% 1808
2017
Q4 		$4K Buy
65
+57
+713% +$3.42K ﹤0.01% 1899
2017
Q3 		$0 Buy
+8
New +$392 ﹤0.01% 2314

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FIVE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Five Below (FIVE) in Q2 2019, closing a stake of 64 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in FIVE in Q3 2017 and held it in 6 quarters. The position peaked at $8K in Q1 2019. 428 funds tracked by Wall St. Rank hold FIVE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Five Below position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 64 Five Below shares in Q2 2019, an estimated $8K.
  • Wealthspire Advisors (Maryland) first reported a position in Five Below in Q3 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Five Below position peaked at $8K in Q1 2019.
  • 428 funds tracked by Wall St. Rank held Five Below as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.