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WealthPlan Investment Management’s Louisiana-Pacific LPX Stock Holding History

WealthPlan Investment Management’s Portfolio LPX Stock Details LPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-16,854
Closed -$1.1M – 402
2022
Q3 		$1.1M Buy
+16,854
New +$958K 0.08% 159
2022
Q1 		$828K Buy
+12,840
New +$885K 0.06% 190

Other funds holding LPX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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 $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

WealthPlan Investment Management's LPX Position: Q4 2022 in Review

WealthPlan Investment Management sold out of Louisiana-Pacific (LPX) in Q4 2022, closing a stake of 16,854 shares — an estimated $1.1M sold.

WealthPlan Investment Management first reported a position in LPX in Q1 2022 and held it in 2 quarters. The position peaked at $1.1M in Q3 2022. 390 funds tracked by Wall St. Rank hold LPX as of Q4 2022.

  • WealthPlan Investment Management reported no remaining Louisiana-Pacific position as of Q4 2022 after selling out during the quarter.
  • WealthPlan Investment Management sold 16,854 Louisiana-Pacific shares in Q4 2022, an estimated $1.1M.
  • WealthPlan Investment Management first reported a position in Louisiana-Pacific in Q1 2022 and held it in 2 quarters.
  • WealthPlan Investment Management's Louisiana-Pacific position peaked at $1.1M in Q3 2022.
  • 390 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q4 2022.

Based on WealthPlan Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.