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Buck Wealth Strategies’s Maui Land & Pineapple Co MLP Stock Holding History

Buck Wealth Strategies’s Portfolio MLP Stock Details MLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-70
Closed -$928 – 246
2023
Q3 		$928 Hold
70
– – ﹤0.01% 337
2023
Q2 		$997 Hold
70
– – ﹤0.01% 255
2023
Q1 		$837 Buy
+70
New +$668 ﹤0.01% 194

Other funds holding MLP

TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
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
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Buck Wealth Strategies's MLP Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Maui Land & Pineapple Co (MLP) in Q4 2023, closing a stake of 70 shares — an estimated $928 sold.

Buck Wealth Strategies first reported a position in MLP in Q1 2023 and held it in 3 quarters. The position peaked at $997 in Q2 2023. 46 funds tracked by Wall St. Rank hold MLP as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Maui Land & Pineapple Co position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 70 Maui Land & Pineapple Co shares in Q4 2023, an estimated $928.
  • Buck Wealth Strategies first reported a position in Maui Land & Pineapple Co in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's Maui Land & Pineapple Co position peaked at $997 in Q2 2023.
  • 46 funds tracked by Wall St. Rank held Maui Land & Pineapple Co as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.