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WealthPlan Investment Management’s ProShares Large Cap Core Plus CSM Stock Holding History

WealthPlan Investment Management’s Portfolio CSM Stock Details CSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,361
Closed -$510K – 465
2022
Q4 		$510K Buy
10,361
+14
+0.1% +$639 0.04% 251
2022
Q3 		$480K Buy
+10,347
New +$486K 0.04% 248
2022
Q1 		$573K Buy
+11,568
New +$612K 0.04% 233

Other funds holding CSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AF
Apexium Financial Dallas, Texas $2.06B AUM 15.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

WealthPlan Investment Management sold out of ProShares Large Cap Core Plus (CSM) in Q1 2023, closing a stake of 10,361 shares — an estimated $510K sold.

WealthPlan Investment Management first reported a position in CSM in Q1 2022 and held it in 3 quarters. The position peaked at $573K in Q1 2022. 80 funds tracked by Wall St. Rank hold CSM as of Q1 2023.

  • WealthPlan Investment Management reported no remaining ProShares Large Cap Core Plus position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 10,361 ProShares Large Cap Core Plus shares in Q1 2023, an estimated $510K.
  • WealthPlan Investment Management first reported a position in ProShares Large Cap Core Plus in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's ProShares Large Cap Core Plus position peaked at $573K in Q1 2022.
  • 80 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2023.

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