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WealthPLAN Partners’s ASML ASML Stock Holding History

WealthPLAN Partners’s Portfolio ASML Stock Details ASML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4
Closed -$2.9K – 362
2023
Q2 		$2.9K Buy
+4
New +$2.72K ﹤0.01% 1014
2016
Q3 		$2.07K Sell
19
-19
-50% -$2.01K ﹤0.01% 850
2016
Q2 		$1.89K Buy
+38
New +$3.7K ﹤0.01% 2247

Other funds holding ASML

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WealthPLAN Partners's ASML Position: Q3 2023 in Review

WealthPLAN Partners sold out of ASML (ASML) in Q3 2023, closing a stake of 4 shares — an estimated $2.9K sold.

WealthPLAN Partners first reported a position in ASML in Q2 2016 and held it in 3 quarters. The position peaked at $2.9K in Q2 2023. 1,178 funds tracked by Wall St. Rank hold ASML as of Q3 2023.

  • WealthPLAN Partners reported no remaining ASML position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 4 ASML shares in Q3 2023, an estimated $2.9K.
  • WealthPLAN Partners first reported a position in ASML in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's ASML position peaked at $2.9K in Q2 2023.
  • 1,178 funds tracked by Wall St. Rank held ASML as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.