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WealthCare Investment Partners’s Maui Land & Pineapple Co MLP Stock Holding History

WealthCare Investment Partners’s Portfolio MLP Stock Details MLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,113
Closed -$2.13M – 121
2023
Q2 		$2.13M Buy
+11,113
New +$140K 1.28% 25

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Vanguard Group
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CFM
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Dimensional Fund Advisors
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HIG
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OC
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Geode Capital Management
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Renaissance Technologies
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WealthCare Investment Partners's MLP Position: Q3 2023 in Review

WealthCare Investment Partners sold out of Maui Land & Pineapple Co (MLP) in Q3 2023, closing a stake of 11,113 shares — an estimated $2.13M sold.

WealthCare Investment Partners first reported a position in MLP in Q2 2023 and held it in 1 quarter. The position peaked at $2.13M in Q2 2023. 46 funds tracked by Wall St. Rank hold MLP as of Q3 2023.

  • WealthCare Investment Partners reported no remaining Maui Land & Pineapple Co position as of Q3 2023 after selling out during the quarter.
  • WealthCare Investment Partners sold 11,113 Maui Land & Pineapple Co shares in Q3 2023, an estimated $2.13M.
  • WealthCare Investment Partners first reported a position in Maui Land & Pineapple Co in Q2 2023 and held it in 1 quarter.
  • WealthCare Investment Partners's Maui Land & Pineapple Co position peaked at $2.13M in Q2 2023.
  • 46 funds tracked by Wall St. Rank held Maui Land & Pineapple Co as of Q3 2023.

Based on WealthCare Investment Partners's 13F filing for Q3 2023, filed 10 Oct 2023.