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WealthPlan Investment Management’s Nokia NOK Stock Holding History

WealthPlan Investment Management’s Portfolio NOK Stock Details NOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,000
Closed -$20.8K – 277
2023
Q2 		$20.8K Hold
5,000
– – 0.01% 237
2023
Q1 		$24.6K Buy
+5,000
New +$23.6K ﹤0.01% 285

Other funds holding NOK

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

WealthPlan Investment Management sold out of Nokia (NOK) in Q3 2023, closing a stake of 5,000 shares — an estimated $20.8K sold.

WealthPlan Investment Management first reported a position in NOK in Q1 2023 and held it in 2 quarters. The position peaked at $24.6K in Q1 2023. 461 funds tracked by Wall St. Rank hold NOK as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Nokia position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 5,000 Nokia shares in Q3 2023, an estimated $20.8K.
  • WealthPlan Investment Management first reported a position in Nokia in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Nokia position peaked at $24.6K in Q1 2023.
  • 461 funds tracked by Wall St. Rank held Nokia as of Q3 2023.

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