WealthPLAN Partners’s Ericsson ERIC Stock Holding History

WealthPLAN Partners’s Portfolio ERIC Stock Details ERIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-200	Closed	-$1.17K	–	1302
2023 Q1	$1.17K	Buy	+200	New	+$1.14K	﹤0.01%	1191

Other funds holding ERIC

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

SRB Corp Boston, Massachusetts $1.86B AUM 39.81% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

WealthPLAN Partners's ERIC Position: Q2 2023 in Review

WealthPLAN Partners sold out of Ericsson (ERIC) in Q2 2023, closing a stake of 200 shares — an estimated $1.17K sold.

WealthPLAN Partners first reported a position in ERIC in Q1 2023 and held it in 1 quarter. The position peaked at $1.17K in Q1 2023. 248 funds tracked by Wall St. Rank hold ERIC as of Q2 2023.

WealthPLAN Partners reported no remaining Ericsson position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 200 Ericsson shares in Q2 2023, an estimated $1.17K.
WealthPLAN Partners first reported a position in Ericsson in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's Ericsson position peaked at $1.17K in Q1 2023.
248 funds tracked by Wall St. Rank held Ericsson as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.