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WealthPlan Investment Management’s Adient ADNT Stock Holding History

WealthPlan Investment Management’s Portfolio ADNT Stock Details ADNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-116
Closed -$4.45K – 169
2023
Q2 		$4.45K Hold
116
– – ﹤0.01% 303
2023
Q1 		$4.75K Buy
+116
New +$4.84K ﹤0.01% 371

Other funds holding ADNT

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthPlan Investment Management's ADNT Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Adient (ADNT) in Q3 2023, closing a stake of 116 shares — an estimated $4.45K sold.

WealthPlan Investment Management first reported a position in ADNT in Q1 2023 and held it in 2 quarters. The position peaked at $4.75K in Q1 2023. 289 funds tracked by Wall St. Rank hold ADNT as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Adient position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 116 Adient shares in Q3 2023, an estimated $4.45K.
  • WealthPlan Investment Management first reported a position in Adient in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Adient position peaked at $4.75K in Q1 2023.
  • 289 funds tracked by Wall St. Rank held Adient as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.