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Wealthspire Advisors (Maryland)’s Flowers Foods FLO Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio FLO Stock Details FLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$209K Buy
+8,570
New +$201K 0.01% 443
2019
Q2 		– Sell
-159
Closed -$3K – 1002
2019
Q1 		$3K Sell
159
-10
-6% -$200 ﹤0.01% 1995
2018
Q4 		$3K Buy
169
+94
+125% +$1.8K ﹤0.01% 1939
2018
Q3 		$1K Hold
75
– – ﹤0.01% 2279
2018
Q2 		$2K Hold
75
– – ﹤0.01% 2148
2018
Q1 		$2K Sell
75
-333
-82% -$6.73K ﹤0.01% 2165
2017
Q4 		$8K Sell
408
-4,560
-92% -$87.6K ﹤0.01% 1669
2017
Q3 		$93K Sell
4,968
-194
-4% -$3.44K 0.01% 739
2017
Q2 		$89K Sell
5,162
-33
-0.6% -$620 0.01% 732
2017
Q1 		$101K Buy
5,195
+1,923
+59% +$37.8K 0.01% 600
2016
Q4 		$65K Buy
3,272
+3,244
+11,586% +$53.4K 0.01% 700
2016
Q3 		$0 Hold
28
– – ﹤0.01% 1754
2016
Q2 		$1K Hold
28
– – ﹤0.01% 1604
2016
Q1 		$1K Hold
28
– – ﹤0.01% 1642
2015
Q4 		$1K Buy
+28
New +$682 ﹤0.01% 1615

Other funds holding FLO

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WSCM
Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) opened a new position in Flowers Foods (FLO) in Q3 2020: 8,570 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #443 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in FLO as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in FLO in Q4 2015 and has held it in 15 quarters since. 345 funds tracked by Wall St. Rank hold FLO as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 8,570 shares of Flowers Foods worth $209K as of Q3 2020.
  • Flowers Foods was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • Flowers Foods made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #443 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Flowers Foods in Q4 2015 and has held it in 15 quarters since.
  • 345 funds tracked by Wall St. Rank held Flowers Foods as of Q3 2020.

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