YorkBridge Wealth Partners’s Fox Factory Holding Corp FOXF Stock Holding History

YorkBridge Wealth Partners’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 Q4	$276K	Sell	3,022 -2,324	-43%	-$216K	0.07%	206
2022 Q3	$423K	Buy	5,346 +1,086	+25%	+$101K	0.11%	132
2022 Q2	$343K	Buy	4,260 +137	+3%	+$11.5K	0.09%	171
2022 Q1	$404K	Buy	4,123 +1,629	+65%	+$201K	0.09%	176
2021 Q4	$424K	Buy	2,494 +737	+42%	+$123K	0.1%	175
2021 Q3	$254K	Buy	+1,757	New	+$270K	0.06%	234
2019 Q3	–	Sell	-129	Closed	-$11K	–	348
2019 Q2	$11K	Sell	129 -49	-28%	-$3.63K	﹤0.01%	531
2019 Q1	$12K	Buy	+178	New	+$11.3K	0.01%	546

Other funds holding FOXF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

YorkBridge Wealth Partners's FOXF Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Fox Factory Holding Corp (FOXF) stake by 43% in Q4 2022, selling an estimated $216K and leaving 3,022 shares worth $276K. The position accounts for 0.07% of the portfolio, ranked #206.

YorkBridge Wealth Partners first reported a position in FOXF in Q1 2019 and has held it in 8 quarters since. The position peaked at $424K in Q4 2021. 313 funds tracked by Wall St. Rank hold FOXF as of Q4 2022.

YorkBridge Wealth Partners held 3,022 shares of Fox Factory Holding Corp worth $276K as of Q4 2022.
YorkBridge Wealth Partners sold 2,324 Fox Factory Holding Corp shares in Q4 2022, an estimated $216K.
Fox Factory Holding Corp made up 0.07% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #206 holding.
YorkBridge Wealth Partners first reported a position in Fox Factory Holding Corp in Q1 2019 and has held it in 8 quarters since.
YorkBridge Wealth Partners's Fox Factory Holding Corp position peaked at $424K in Q4 2021.
313 funds tracked by Wall St. Rank held Fox Factory Holding Corp as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.