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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

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

WealthPLAN Partners's FBIN Position: Q3 2023 in Review

WealthPLAN Partners sold out of Fortune Brands Innovations (FBIN) in Q3 2023, closing a stake of 400 shares — an estimated $28.8K sold.

WealthPLAN Partners first reported a position in FBIN in Q2 2021 and held it in 5 quarters. The position peaked at $232K in Q3 2021. 562 funds tracked by Wall St. Rank hold FBIN as of Q3 2023.

  • WealthPLAN Partners reported no remaining Fortune Brands Innovations position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 400 Fortune Brands Innovations shares in Q3 2023, an estimated $28.8K.
  • WealthPLAN Partners first reported a position in Fortune Brands Innovations in Q2 2021 and held it in 5 quarters.
  • WealthPLAN Partners's Fortune Brands Innovations position peaked at $232K in Q3 2021.
  • 562 funds tracked by Wall St. Rank held Fortune Brands Innovations as of Q3 2023.

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