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WealthPlan Investment Management’s ITT ITT Stock Holding History

WealthPlan Investment Management’s Portfolio ITT Stock Details ITT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-700
Closed -$65.2K – 247
2023
Q2 		$65.2K Hold
700
– – 0.02% 182
2023
Q1 		$60.4K Buy
+700
New +$61.5K 0.01% 236

Other funds holding ITT

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

WealthPlan Investment Management sold out of ITT (ITT) in Q3 2023, closing a stake of 700 shares — an estimated $65.2K sold.

WealthPlan Investment Management first reported a position in ITT in Q1 2023 and held it in 2 quarters. The position peaked at $65.2K in Q2 2023. 425 funds tracked by Wall St. Rank hold ITT as of Q3 2023.

  • WealthPlan Investment Management reported no remaining ITT position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 700 ITT shares in Q3 2023, an estimated $65.2K.
  • WealthPlan Investment Management first reported a position in ITT in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's ITT position peaked at $65.2K in Q2 2023.
  • 425 funds tracked by Wall St. Rank held ITT as of Q3 2023.

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