CFFP
MBC icon

Center for Financial Planning’s MasterBrand MBC Stock Holding History

Center for Financial Planning’s Portfolio MBC Stock Details MBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-300
Closed -$2.41K – 582
2023
Q1 		$2.41K Hold
300
– – ﹤0.01% 443
2022
Q4 		$2.27K Buy
+300
New +$2.46K ﹤0.01% 454

Other funds holding MBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Center for Financial Planning's MBC Position: Q2 2023 in Review

Center for Financial Planning sold out of MasterBrand (MBC) in Q2 2023, closing a stake of 300 shares — an estimated $2.41K sold.

Center for Financial Planning first reported a position in MBC in Q4 2022 and held it in 2 quarters. The position peaked at $2.41K in Q1 2023. 351 funds tracked by Wall St. Rank hold MBC as of Q2 2023.

  • Center for Financial Planning reported no remaining MasterBrand position as of Q2 2023 after selling out during the quarter.
  • Center for Financial Planning sold 300 MasterBrand shares in Q2 2023, an estimated $2.41K.
  • Center for Financial Planning first reported a position in MasterBrand in Q4 2022 and held it in 2 quarters.
  • Center for Financial Planning's MasterBrand position peaked at $2.41K in Q1 2023.
  • 351 funds tracked by Wall St. Rank held MasterBrand as of Q2 2023.

Based on Center for Financial Planning's 13F filing for Q2 2023, filed 9 Aug 2023.