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WealthPlan Investment Management’s Fortune Brands Innovations FBIN Stock Holding History

WealthPlan Investment Management’s Portfolio FBIN Stock Details FBIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,000
Closed -$72K – 220
2023
Q2 		$72K Hold
1,000
– – 0.02% 175
2023
Q1 		$58.7K Buy
+1,000
New +$61.1K 0.01% 238

Other funds holding FBIN

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Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

WealthPlan Investment Management sold out of Fortune Brands Innovations (FBIN) in Q3 2023, closing a stake of 1,000 shares — an estimated $72K sold.

WealthPlan Investment Management first reported a position in FBIN in Q1 2023 and held it in 2 quarters. The position peaked at $72K in Q2 2023. 562 funds tracked by Wall St. Rank hold FBIN as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Fortune Brands Innovations position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 1,000 Fortune Brands Innovations shares in Q3 2023, an estimated $72K.
  • WealthPlan Investment Management first reported a position in Fortune Brands Innovations in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Fortune Brands Innovations position peaked at $72K in Q2 2023.
  • 562 funds tracked by Wall St. Rank held Fortune Brands Innovations as of Q3 2023.

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