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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

WealthPLAN Partners's FLS Position: Q3 2023 in Review

WealthPLAN Partners sold out of Flowserve (FLS) in Q3 2023, closing a stake of 60 shares — an estimated $2.23K sold.

WealthPLAN Partners first reported a position in FLS in Q1 2015 and held it in 7 quarters. The position peaked at $618K in Q2 2015. 336 funds tracked by Wall St. Rank hold FLS as of Q3 2023.

  • WealthPLAN Partners reported no remaining Flowserve position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 60 Flowserve shares in Q3 2023, an estimated $2.23K.
  • WealthPLAN Partners first reported a position in Flowserve in Q1 2015 and held it in 7 quarters.
  • WealthPLAN Partners's Flowserve position peaked at $618K in Q2 2015.
  • 336 funds tracked by Wall St. Rank held Flowserve as of Q3 2023.

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