9258 Wealth Management’s Ball Corp BALL Stock Holding History

9258 Wealth Management’s Portfolio BALL Stock Details BALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$291K	Hold	4,288	–	–	0.04%	273
2024 Q2	$257K	Buy	4,288 +626	+17%	+$41.9K	0.04%	283
2024 Q1	$247K	Buy	3,662 +3	+0.1%	+$182	0.04%	290
2023 Q4	$210K	Buy	+3,659	New	+$189K	0.04%	299

Other funds holding BALL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

9258 Wealth Management's BALL Position: Q3 2024 in Review

9258 Wealth Management held its Ball Corp (BALL) position steady in Q3 2024 at 4,288 shares worth $291K. The position accounts for 0.04% of the portfolio, ranked #273.

9258 Wealth Management first reported a position in BALL in Q4 2023 and has held it in 4 quarters since. 730 funds tracked by Wall St. Rank hold BALL as of Q3 2024.

9258 Wealth Management held 4,288 shares of Ball Corp worth $291K as of Q3 2024.
9258 Wealth Management left its Ball Corp share count unchanged in Q3 2024.
Ball Corp made up 0.04% of 9258 Wealth Management's portfolio in Q3 2024, its #273 holding.
9258 Wealth Management first reported a position in Ball Corp in Q4 2023 and has held it in 4 quarters since.
730 funds tracked by Wall St. Rank held Ball Corp as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.