Capital Planning Advisors’s Wipro WIT Stock Holding History

Capital Planning Advisors’s Portfolio WIT Stock Details WIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-27,364	Closed	-$66.2K	–	136
2023 Q3	$66.2K	Buy	27,364 +614	+2%	+$1.53K	0.01%	120
2023 Q2	$63.1K	Buy	+26,750	New	+$62.2K	0.01%	127

Other funds holding WIT

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

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

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Capital Planning Advisors's WIT Position: Q4 2023 in Review

Capital Planning Advisors sold out of Wipro (WIT) in Q4 2023, closing a stake of 27,364 shares — an estimated $66.2K sold.

Capital Planning Advisors first reported a position in WIT in Q2 2023 and held it in 2 quarters. The position peaked at $66.2K in Q3 2023. 226 funds tracked by Wall St. Rank hold WIT as of Q4 2023.

Capital Planning Advisors reported no remaining Wipro position as of Q4 2023 after selling out during the quarter.
Capital Planning Advisors sold 27,364 Wipro shares in Q4 2023, an estimated $66.2K.
Capital Planning Advisors first reported a position in Wipro in Q2 2023 and held it in 2 quarters.
Capital Planning Advisors's Wipro position peaked at $66.2K in Q3 2023.
226 funds tracked by Wall St. Rank held Wipro as of Q4 2023.

Based on Capital Planning Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.