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WealthPlan Investment Management’s Ball Corp BALL Stock Holding History

WealthPlan Investment 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
2023
Q1 		– Sell
-12,089
Closed -$676K – 450
2022
Q4 		$676K Sell
12,089
-300
-2% -$15.5K 0.05% 215
2022
Q3 		$650K Buy
+12,389
New +$762K 0.05% 206
2022
Q1 		$691K Buy
+8,509
New +$774K 0.05% 211

Other funds holding BALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

WealthPlan Investment Management's BALL Position: Q1 2023 in Review

WealthPlan Investment Management sold out of Ball Corp (BALL) in Q1 2023, closing a stake of 12,089 shares — an estimated $676K sold.

WealthPlan Investment Management first reported a position in BALL in Q1 2022 and held it in 3 quarters. The position peaked at $691K in Q1 2022. 667 funds tracked by Wall St. Rank hold BALL as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Ball Corp position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 12,089 Ball Corp shares in Q1 2023, an estimated $676K.
  • WealthPlan Investment Management first reported a position in Ball Corp in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's Ball Corp position peaked at $691K in Q1 2022.
  • 667 funds tracked by Wall St. Rank held Ball Corp as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.