WealthPLAN Partners’s Flowserve FLS Stock Holding History

WealthPLAN Partners’s Portfolio FLS Stock Details FLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-60	Closed	-$2.23K	–	581
2023 Q2	$2.23K	Hold	60	–	–	﹤0.01%	1063
2023 Q1	$2.04K	Buy	+60	New	+$2.01K	﹤0.01%	1127
2016 Q3	$36.8K	Sell	771 -616	-44%	-$29.2K	0.01%	384
2016 Q2	$34.9K	Buy	+1,387	New	+$64.9K	﹤0.01%	1095
2015 Q4	$33.1K	Buy	+3,325	New	+$147K	0.01%	735
2015 Q2	$618K	Buy	11,729 +6,038	+106%	+$337K	0.27%	51
2015 Q1	$323K	Buy	+5,691	New	+$330K	0.15%	90

Other funds holding FLS

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

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

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Wellington Management Group

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

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return