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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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

WealthPLAN Partners's DK Position: Q3 2023 in Review

WealthPLAN Partners sold out of Delek US (DK) in Q3 2023, closing a stake of 70 shares — an estimated $1.68K sold.

WealthPLAN Partners first reported a position in DK in Q4 2015 and held it in 4 quarters. The position peaked at $1.68K in Q2 2023. 217 funds tracked by Wall St. Rank hold DK as of Q3 2023.

  • WealthPLAN Partners reported no remaining Delek US position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 70 Delek US shares in Q3 2023, an estimated $1.68K.
  • WealthPLAN Partners first reported a position in Delek US in Q4 2015 and held it in 4 quarters.
  • WealthPLAN Partners's Delek US position peaked at $1.68K in Q2 2023.
  • 217 funds tracked by Wall St. Rank held Delek US as of Q3 2023.

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