WealthPLAN Partners’s Fastly Inc FSLY Stock Holding History

WealthPLAN Partners’s Portfolio FSLY Stock Details FSLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-30	Closed	-$473	–	594
2023 Q2	$473	Sell	30 -25	-45%	-$383	﹤0.01%	1184
2023 Q1	$977	Buy	+55	New	+$699	﹤0.01%	1201

Other funds holding FSLY

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's FSLY Position: Q3 2023 in Review

WealthPLAN Partners sold out of Fastly Inc (FSLY) in Q3 2023, closing a stake of 30 shares — an estimated $473 sold.

WealthPLAN Partners first reported a position in FSLY in Q1 2023 and held it in 2 quarters. The position peaked at $977 in Q1 2023. 252 funds tracked by Wall St. Rank hold FSLY as of Q3 2023.

WealthPLAN Partners reported no remaining Fastly Inc position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 30 Fastly Inc shares in Q3 2023, an estimated $473.
WealthPLAN Partners first reported a position in Fastly Inc in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Fastly Inc position peaked at $977 in Q1 2023.
252 funds tracked by Wall St. Rank held Fastly Inc as of Q3 2023.

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