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WealthPLAN Partners’s Cellebrite CLBT Stock Holding History

WealthPLAN Partners’s Portfolio CLBT Stock Details CLBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-600
Closed -$4.32K – 449
2023
Q2 		$4.32K Buy
+600
New +$3.5K ﹤0.01% 940

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CI
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CC
Crosslink Capital Menlo Park, California $1.35B AUM 35.86% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $154M AUM 15.9% 1-Year Est. Return
MCM
Makena Capital Management Menlo Park, California $952M AUM 13.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LSCM
Light Street Capital Management Palo Alto, California $903M AUM 113.12% 1-Year Est. Return
IP
Isomer Partners New York $74.3M AUM 23.95% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

WealthPLAN Partners's CLBT Position: Q3 2023 in Review

WealthPLAN Partners sold out of Cellebrite (CLBT) in Q3 2023, closing a stake of 600 shares — an estimated $4.32K sold.

WealthPLAN Partners first reported a position in CLBT in Q2 2023 and held it in 1 quarter. The position peaked at $4.32K in Q2 2023. 94 funds tracked by Wall St. Rank hold CLBT as of Q3 2023.

  • WealthPLAN Partners reported no remaining Cellebrite position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 600 Cellebrite shares in Q3 2023, an estimated $4.32K.
  • WealthPLAN Partners first reported a position in Cellebrite in Q2 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Cellebrite position peaked at $4.32K in Q2 2023.
  • 94 funds tracked by Wall St. Rank held Cellebrite as of Q3 2023.

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