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WealthPlan Investment Management’s Campbell Soup CPB Stock Holding History

WealthPlan Investment Management’s Portfolio CPB Stock Details CPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-875
Closed -$48.1K – 389
2023
Q1 		$48.1K Buy
+875
New +$46.4K 0.01% 247

Other funds holding CPB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

WealthPlan Investment Management sold out of Campbell Soup (CPB) in Q2 2023, closing a stake of 875 shares — an estimated $48.1K sold.

WealthPlan Investment Management first reported a position in CPB in Q1 2023 and held it in 1 quarter. The position peaked at $48.1K in Q1 2023. 596 funds tracked by Wall St. Rank hold CPB as of Q2 2023.

  • WealthPlan Investment Management reported no remaining Campbell Soup position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 875 Campbell Soup shares in Q2 2023, an estimated $48.1K.
  • WealthPlan Investment Management first reported a position in Campbell Soup in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's Campbell Soup position peaked at $48.1K in Q1 2023.
  • 596 funds tracked by Wall St. Rank held Campbell Soup as of Q2 2023.

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