WealthPLAN Partners’s Fortune Brands Innovations FBIN Stock Holding History

WealthPLAN Partners’s Portfolio FBIN Stock Details FBIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-400	Closed	-$28.8K	–	564
2023 Q2	$28.8K	Hold	400	–	–	﹤0.01%	607
2023 Q1	$23.5K	Buy	+400	New	+$24.5K	﹤0.01%	695
2022 Q1	–	Sell	-2,574	Closed	-$207K	–	389
2021 Q4	$207K	Hold	2,574	–	–	0.01%	363
2021 Q3	$232K	Hold	2,574	–	–	0.02%	346
2021 Q2	$225K	Buy	+2,574	New	+$225K	0.02%	327

Other funds holding FBIN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Holocene Advisors

Holocene Advisors New York $41.3B AUM 42.97% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return