WIM
MARK

WealthPlan Investment Management’s Remark Holdings, Inc. MARK Stock Holding History

WealthPlan Investment Management’s Portfolio MARK Stock Details MARK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-380
Closed -$372 – 375
2023
Q2 		$372 Sell
380
-110
-22% -$128 ﹤0.01% 354
2023
Q1 		$671 Buy
+490
New +$677 ﹤0.01% 418

Other funds holding MARK

CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

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

WealthPlan Investment Management sold out of Remark Holdings, Inc. (MARK) in Q3 2023, closing a stake of 380 shares — an estimated $372 sold.

WealthPlan Investment Management first reported a position in MARK in Q1 2023 and held it in 2 quarters. The position peaked at $671 in Q1 2023. 24 funds tracked by Wall St. Rank hold MARK as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Remark Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 380 Remark Holdings, Inc. shares in Q3 2023, an estimated $372.
  • WealthPlan Investment Management first reported a position in Remark Holdings, Inc. in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Remark Holdings, Inc. position peaked at $671 in Q1 2023.
  • 24 funds tracked by Wall St. Rank held Remark Holdings, Inc. as of Q3 2023.

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