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WealthPlan Investment Management’s Jazz Pharmaceuticals JAZZ Stock Holding History

WealthPlan Investment Management’s Portfolio JAZZ Stock Details JAZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1
Closed -$124 – 251
2023
Q2 		$124 Hold
1
– – ﹤0.01% 363
2023
Q1 		$146 Buy
+1
New +$148 ﹤0.01% 437

Other funds holding JAZZ

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

WealthPlan Investment Management sold out of Jazz Pharmaceuticals (JAZZ) in Q3 2023, closing a stake of 1 share — an estimated $124 sold.

WealthPlan Investment Management first reported a position in JAZZ in Q1 2023 and held it in 2 quarters. The position peaked at $146 in Q1 2023. 484 funds tracked by Wall St. Rank hold JAZZ as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Jazz Pharmaceuticals position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 1 Jazz Pharmaceuticals share in Q3 2023, an estimated $124.
  • WealthPlan Investment Management first reported a position in Jazz Pharmaceuticals in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Jazz Pharmaceuticals position peaked at $146 in Q1 2023.
  • 484 funds tracked by Wall St. Rank held Jazz Pharmaceuticals as of Q3 2023.

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