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WealthPlan Investment Management’s Chemours CC Stock Holding History

WealthPlan Investment Management’s Portfolio CC Stock Details CC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-493
Closed -$14.8K – 384
2023
Q1 		$14.8K Buy
+493
New +$16.2K ﹤0.01% 308

Other funds holding CC

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WealthPlan Investment Management's CC Position: Q2 2023 in Review

WealthPlan Investment Management sold out of Chemours (CC) in Q2 2023, closing a stake of 493 shares — an estimated $14.8K sold.

WealthPlan Investment Management first reported a position in CC in Q1 2023 and held it in 1 quarter. The position peaked at $14.8K in Q1 2023. 476 funds tracked by Wall St. Rank hold CC as of Q2 2023.

  • WealthPlan Investment Management reported no remaining Chemours position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 493 Chemours shares in Q2 2023, an estimated $14.8K.
  • WealthPlan Investment Management first reported a position in Chemours in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's Chemours position peaked at $14.8K in Q1 2023.
  • 476 funds tracked by Wall St. Rank held Chemours as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.