WealthPLAN Partners’s Dole DOLE Stock Holding History

WealthPLAN Partners’s Portfolio DOLE Stock Details DOLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-168	Closed	-$2.27K	–	507
2023 Q2	$2.27K	Buy	+168	New	+$2.15K	﹤0.01%	1059

Other funds holding DOLE

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return

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

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

RCM

Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return

MVP

Medina Value Partners Los Angeles, California $510M AUM 26.16% 1-Year Est. Return

HAM

Harber Asset Management Asheville, North Carolina $166M AUM 18.77% 1-Year Est. Return

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

HIP

HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WealthPLAN Partners's DOLE Position: Q3 2023 in Review

WealthPLAN Partners sold out of Dole (DOLE) in Q3 2023, closing a stake of 168 shares — an estimated $2.27K sold.

WealthPLAN Partners first reported a position in DOLE in Q2 2023 and held it in 1 quarter. The position peaked at $2.27K in Q2 2023. 114 funds tracked by Wall St. Rank hold DOLE as of Q3 2023.

WealthPLAN Partners reported no remaining Dole position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 168 Dole shares in Q3 2023, an estimated $2.27K.
WealthPLAN Partners first reported a position in Dole in Q2 2023 and held it in 1 quarter.
WealthPLAN Partners's Dole position peaked at $2.27K in Q2 2023.
114 funds tracked by Wall St. Rank held Dole as of Q3 2023.

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