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WealthPlan Investment Management’s NioCorp Developments NB Stock Holding History

WealthPlan Investment Management’s Portfolio NB Stock Details NB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,183
Closed -$5.95K – 272
2023
Q2 		$5.95K Hold
1,183
– – ﹤0.01% 293
2023
Q1 		$7.52K Buy
+1,183
New +$8.05K ﹤0.01% 340

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Millennium Management
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Osaic Holdings
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Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

WealthPlan Investment Management sold out of NioCorp Developments (NB) in Q3 2023, closing a stake of 1,183 shares — an estimated $5.95K sold.

WealthPlan Investment Management first reported a position in NB in Q1 2023 and held it in 2 quarters. The position peaked at $7.52K in Q1 2023. 54 funds tracked by Wall St. Rank hold NB as of Q3 2023.

  • WealthPlan Investment Management reported no remaining NioCorp Developments position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 1,183 NioCorp Developments shares in Q3 2023, an estimated $5.95K.
  • WealthPlan Investment Management first reported a position in NioCorp Developments in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's NioCorp Developments position peaked at $7.52K in Q1 2023.
  • 54 funds tracked by Wall St. Rank held NioCorp Developments as of Q3 2023.

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