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Golden State Wealth Management’s Ball Corp BALL Stock Holding History

Golden State 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
2021
Q3 		– Sell
-4,288
Closed -$347K – 309
2021
Q2 		$347K Buy
+4,288
New +$371K 0.08% 204

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Golden State Wealth Management's BALL Position: Q3 2021 in Review

Golden State Wealth Management sold out of Ball Corp (BALL) in Q3 2021, closing a stake of 4,288 shares — an estimated $347K sold.

Golden State Wealth Management first reported a position in BALL in Q2 2021 and held it in 1 quarter. The position peaked at $347K in Q2 2021. 696 funds tracked by Wall St. Rank hold BALL as of Q3 2021.

  • Golden State Wealth Management reported no remaining Ball Corp position as of Q3 2021 after selling out during the quarter.
  • Golden State Wealth Management sold 4,288 Ball Corp shares in Q3 2021, an estimated $347K.
  • Golden State Wealth Management first reported a position in Ball Corp in Q2 2021 and held it in 1 quarter.
  • Golden State Wealth Management's Ball Corp position peaked at $347K in Q2 2021.
  • 696 funds tracked by Wall St. Rank held Ball Corp as of Q3 2021.

Based on Golden State Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.