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Wilbanks Smith & Thomas Asset Management’s Five Below FIVE Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-14
Closed -$2K – 686
2018
Q3 		$2K Buy
+14
New +$1.56K ﹤0.01% 1396

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's FIVE Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Five Below (FIVE) in Q4 2018, closing a stake of 14 shares — an estimated $2K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in FIVE in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 403 funds tracked by Wall St. Rank hold FIVE as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Five Below position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 14 Five Below shares in Q4 2018, an estimated $2K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Five Below in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Five Below position peaked at $2K in Q3 2018.
  • 403 funds tracked by Wall St. Rank held Five Below as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.