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WealthPLAN Partners’s Euronet Worldwide EEFT Stock Holding History

WealthPLAN Partners’s Portfolio EEFT Stock Details EEFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-175
Closed -$20.5K – 521
2023
Q2 		$20.5K Hold
175
– – ﹤0.01% 669
2023
Q1 		$19.6K Buy
+175
New +$18.9K ﹤0.01% 733

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Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return

WealthPLAN Partners's EEFT Position: Q3 2023 in Review

WealthPLAN Partners sold out of Euronet Worldwide (EEFT) in Q3 2023, closing a stake of 175 shares — an estimated $20.5K sold.

WealthPLAN Partners first reported a position in EEFT in Q1 2023 and held it in 2 quarters. The position peaked at $20.5K in Q2 2023. 328 funds tracked by Wall St. Rank hold EEFT as of Q3 2023.

  • WealthPLAN Partners reported no remaining Euronet Worldwide position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 175 Euronet Worldwide shares in Q3 2023, an estimated $20.5K.
  • WealthPLAN Partners first reported a position in Euronet Worldwide in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Euronet Worldwide position peaked at $20.5K in Q2 2023.
  • 328 funds tracked by Wall St. Rank held Euronet Worldwide as of Q3 2023.

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