WealthPLAN Partners’s Brunswick BC Stock Holding History

WealthPLAN Partners’s Portfolio BC Stock Details BC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-100	Closed	-$8.66K	–	378
2023 Q2	$8.66K	Hold	100	–	–	﹤0.01%	814
2023 Q1	$8.2K	Buy	+100	New	+$8.27K	﹤0.01%	912

Other funds holding BC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthPLAN Partners's BC Position: Q3 2023 in Review

WealthPLAN Partners sold out of Brunswick (BC) in Q3 2023, closing a stake of 100 shares — an estimated $8.66K sold.

WealthPLAN Partners first reported a position in BC in Q1 2023 and held it in 2 quarters. The position peaked at $8.66K in Q2 2023. 379 funds tracked by Wall St. Rank hold BC as of Q3 2023.

WealthPLAN Partners reported no remaining Brunswick position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 100 Brunswick shares in Q3 2023, an estimated $8.66K.
WealthPLAN Partners first reported a position in Brunswick in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Brunswick position peaked at $8.66K in Q2 2023.
379 funds tracked by Wall St. Rank held Brunswick as of Q3 2023.

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