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WealthPLAN Partners’s Cintas CTAS Stock Holding History

WealthPLAN Partners’s Portfolio CTAS Stock Details CTAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-72
Closed -$8.95K – 474
2023
Q2 		$8.95K Buy
72
+28
+64% +$3.29K ﹤0.01% 808
2023
Q1 		$5.09K Buy
+44
New +$4.85K ﹤0.01% 997
2019
Q2 		– Sell
-5,140
Closed -$284K – 248
2019
Q1 		$284K Buy
5,140
+260
+5% +$12.6K 0.04% 209
2018
Q4 		$249K Buy
4,880
+100
+2% +$4.47K 0.04% 212
2018
Q3 		$212K Buy
+4,780
New +$247K 0.04% 235

Other funds holding CTAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthPLAN Partners's CTAS Position: Q3 2023 in Review

WealthPLAN Partners sold out of Cintas (CTAS) in Q3 2023, closing a stake of 72 shares — an estimated $8.95K sold.

WealthPLAN Partners first reported a position in CTAS in Q3 2018 and held it in 5 quarters. The position peaked at $284K in Q1 2019. 1,041 funds tracked by Wall St. Rank hold CTAS as of Q3 2023.

  • WealthPLAN Partners reported no remaining Cintas position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 72 Cintas shares in Q3 2023, an estimated $8.95K.
  • WealthPLAN Partners first reported a position in Cintas in Q3 2018 and held it in 5 quarters.
  • WealthPLAN Partners's Cintas position peaked at $284K in Q1 2019.
  • 1,041 funds tracked by Wall St. Rank held Cintas as of Q3 2023.

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