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WealthPlan Investment Management’s Deckers Outdoor DECK Stock Holding History

WealthPlan Investment Management’s Portfolio DECK Stock Details DECK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-300
Closed -$26.4K – 203
2023
Q2 		$26.4K Hold
300
– – 0.01% 231
2023
Q1 		$22.5K Buy
+300
New +$21K ﹤0.01% 290

Other funds holding DECK

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

WealthPlan Investment Management sold out of Deckers Outdoor (DECK) in Q3 2023, closing a stake of 300 shares — an estimated $26.4K sold.

WealthPlan Investment Management first reported a position in DECK in Q1 2023 and held it in 2 quarters. The position peaked at $26.4K in Q2 2023. 612 funds tracked by Wall St. Rank hold DECK as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Deckers Outdoor position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 300 Deckers Outdoor shares in Q3 2023, an estimated $26.4K.
  • WealthPlan Investment Management first reported a position in Deckers Outdoor in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Deckers Outdoor position peaked at $26.4K in Q2 2023.
  • 612 funds tracked by Wall St. Rank held Deckers Outdoor as of Q3 2023.

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