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Center for Financial Planning’s Element Solutions ESI Stock Holding History

Center for Financial Planning’s Portfolio ESI Stock Details ESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-109
Closed -$2K – 583
2022
Q3 		$2K Buy
+109
New +$2.03K ﹤0.01% 526

Other funds holding ESI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Center for Financial Planning's ESI Position: Q4 2022 in Review

Center for Financial Planning sold out of Element Solutions (ESI) in Q4 2022, closing a stake of 109 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in ESI in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 282 funds tracked by Wall St. Rank hold ESI as of Q4 2022.

  • Center for Financial Planning reported no remaining Element Solutions position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 109 Element Solutions shares in Q4 2022, an estimated $2K.
  • Center for Financial Planning first reported a position in Element Solutions in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Element Solutions position peaked at $2K in Q3 2022.
  • 282 funds tracked by Wall St. Rank held Element Solutions as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.