Ownership history in Clearstead Advisors, LLC Β· 11 quarters on record
This page tracks every 13F SEC filing in which Clearstead Advisors, LLC reported a position in FAT BRANDS INC (FAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Clearstead Advisors, LLC underperformed the S&P 500 by β86.6% annually on this FAT position. Average cost basis: $6.02. Maximum drawdown during holding period: β95.6%.
β Significantly underperformed the S&P 500 by 86.6% ann.
10 quarters analyzed
Best entry: $6.02 (2023 Q2) Β· Worst: $6.02 (2023 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
1 add Β· 0 trims. Bought during 0 of 8 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size