WF
FOXF icon

Welch & Forbes’s Fox Factory Holding Corp FOXF Stock Holding History

Welch & Forbes’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
2022
Q1 		– Sell
-1,546
Closed -$263K – 398
2021
Q4 		$263K Hold
1,546
– – ﹤0.01% 354
2021
Q3 		$223K Hold
1,546
– – ﹤0.01% 377
2021
Q2 		$241K Sell
1,546
-600
-28% -$89.2K ﹤0.01% 371
2021
Q1 		$273K Hold
2,146
– – 0.01% 349
2020
Q4 		$227K Buy
+2,146
New +$195K ﹤0.01% 366

Other funds holding FOXF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Welch & Forbes's FOXF Position: Q1 2022 in Review

Welch & Forbes sold out of Fox Factory Holding Corp (FOXF) in Q1 2022, closing a stake of 1,546 shares — an estimated $263K sold.

Welch & Forbes first reported a position in FOXF in Q4 2020 and held it in 5 quarters. The position peaked at $273K in Q1 2021. 287 funds tracked by Wall St. Rank hold FOXF as of Q1 2022.

  • Welch & Forbes reported no remaining Fox Factory Holding Corp position as of Q1 2022 after selling out during the quarter.
  • Welch & Forbes sold 1,546 Fox Factory Holding Corp shares in Q1 2022, an estimated $263K.
  • Welch & Forbes first reported a position in Fox Factory Holding Corp in Q4 2020 and held it in 5 quarters.
  • Welch & Forbes's Fox Factory Holding Corp position peaked at $273K in Q1 2021.
  • 287 funds tracked by Wall St. Rank held Fox Factory Holding Corp as of Q1 2022.

Based on Welch & Forbes's 13F filing for Q1 2022, filed 25 Apr 2022.