Dynasty Wealth Management’s Ball Corp BALL Stock Holding History

Dynasty 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 Q4	–	Sell	-10,079	Closed	-$684K	–	251
2024 Q3	$684K	Sell	10,079 -316	-3%	-$20.1K	0.02%	163
2024 Q2	$624K	Sell	10,395 -543	-5%	-$36.4K	0.02%	168
2024 Q1	$737K	Buy	+10,938	New	+$665K	0.02%	151

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

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

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

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

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

Dynasty Wealth Management's BALL Position: Q4 2024 in Review

Dynasty Wealth Management sold out of Ball Corp (BALL) in Q4 2024, closing a stake of 10,079 shares — an estimated $684K sold.

Dynasty Wealth Management first reported a position in BALL in Q1 2024 and held it in 3 quarters. The position peaked at $737K in Q1 2024. 718 funds tracked by Wall St. Rank hold BALL as of Q4 2024.

Dynasty Wealth Management reported no remaining Ball Corp position as of Q4 2024 after selling out during the quarter.
Dynasty Wealth Management sold 10,079 Ball Corp shares in Q4 2024, an estimated $684K.
Dynasty Wealth Management first reported a position in Ball Corp in Q1 2024 and held it in 3 quarters.
Dynasty Wealth Management's Ball Corp position peaked at $737K in Q1 2024.
718 funds tracked by Wall St. Rank held Ball Corp as of Q4 2024.

Based on Dynasty Wealth Management's 13F filing for Q4 2024, filed 5 Feb 2025.