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WealthPLAN Partners’s Delek US DK Stock Holding History

WealthPLAN Partners’s Portfolio DK Stock Details DK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-70
Closed -$1.68K – 497
2023
Q2 		$1.68K Hold
70
– – ﹤0.01% 1097
2023
Q1 		$1.61K Buy
+70
New +$1.75K ﹤0.01% 1156
2016
Q3 		– Sell
-508
Closed -$7 – 980
2016
Q2 		$7 Buy
+508
New +$7.23K ﹤0.01% 2545
2015
Q4 		$30 Buy
+1,256
New +$32.9K ﹤0.01% 1698

Other funds holding DK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $818M AUM 24.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return