WPA
FIVE icon

West Paces Advisors’s Five Below FIVE Stock Holding History

West Paces Advisors’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
2022
Q3 		– Sell
-27
Closed -$3.06K – 539
2022
Q2 		$3.06K Hold
27
– – ﹤0.01% 455
2022
Q1 		$4.28K Hold
27
– – ﹤0.01% 422
2021
Q4 		$5.59K Buy
27
+3
+13% +$590 ﹤0.01% 421
2021
Q3 		$4.24K Hold
24
– – ﹤0.01% 437
2021
Q2 		$4.64K Buy
+24
New +$4.58K ﹤0.01% 438

Other funds holding FIVE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

West Paces Advisors's FIVE Position: Q3 2022 in Review

West Paces Advisors sold out of Five Below (FIVE) in Q3 2022, closing a stake of 27 shares — an estimated $3.06K sold.

West Paces Advisors first reported a position in FIVE in Q2 2021 and held it in 5 quarters. The position peaked at $5.59K in Q4 2021. 425 funds tracked by Wall St. Rank hold FIVE as of Q3 2022.

  • West Paces Advisors reported no remaining Five Below position as of Q3 2022 after selling out during the quarter.
  • West Paces Advisors sold 27 Five Below shares in Q3 2022, an estimated $3.06K.
  • West Paces Advisors first reported a position in Five Below in Q2 2021 and held it in 5 quarters.
  • West Paces Advisors's Five Below position peaked at $5.59K in Q4 2021.
  • 425 funds tracked by Wall St. Rank held Five Below as of Q3 2022.

Based on West Paces Advisors's 13F filing for Q3 2022, filed 19 Dec 2023.