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WealthPlan Investment Management’s MasterBrand MBC Stock Holding History

WealthPlan Investment Management’s Portfolio MBC Stock Details MBC 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 -$11.6K – 262
2023
Q2 		$11.6K Hold
1,000
– – ﹤0.01% 270
2023
Q1 		$8.04K Buy
+1,000
New +$8.82K ﹤0.01% 336

Other funds holding MBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return

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

WealthPlan Investment Management sold out of MasterBrand (MBC) in Q3 2023, closing a stake of 1,000 shares — an estimated $11.6K sold.

WealthPlan Investment Management first reported a position in MBC in Q1 2023 and held it in 2 quarters. The position peaked at $11.6K in Q2 2023. 337 funds tracked by Wall St. Rank hold MBC as of Q3 2023.

  • WealthPlan Investment Management reported no remaining MasterBrand position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 1,000 MasterBrand shares in Q3 2023, an estimated $11.6K.
  • WealthPlan Investment Management first reported a position in MasterBrand in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's MasterBrand position peaked at $11.6K in Q2 2023.
  • 337 funds tracked by Wall St. Rank held MasterBrand as of Q3 2023.

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