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WealthPLAN Partners’s Gold Fields GFI Stock Holding History

WealthPLAN Partners’s Portfolio GFI Stock Details GFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,500
Closed -$20.7K – 617
2023
Q2 		$20.7K Hold
1,500
– – ﹤0.01% 667
2023
Q1 		$20K Buy
+1,500
New +$16.7K ﹤0.01% 729
2017
Q2 		– Sell
-1,416
Closed -$5.28K – 271
2017
Q1 		$5.28K Buy
+1,416
New +$4.79K 0.02% 342
2016
Q3 		$3.02K Buy
+684
New +$3.87K ﹤0.01% 803

Other funds holding GFI

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RAA
RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

WealthPLAN Partners's GFI Position: Q3 2023 in Review

WealthPLAN Partners sold out of Gold Fields (GFI) in Q3 2023, closing a stake of 1,500 shares — an estimated $20.7K sold.

WealthPLAN Partners first reported a position in GFI in Q3 2016 and held it in 4 quarters. The position peaked at $20.7K in Q2 2023. 217 funds tracked by Wall St. Rank hold GFI as of Q3 2023.

  • WealthPLAN Partners reported no remaining Gold Fields position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,500 Gold Fields shares in Q3 2023, an estimated $20.7K.
  • WealthPLAN Partners first reported a position in Gold Fields in Q3 2016 and held it in 4 quarters.
  • WealthPLAN Partners's Gold Fields position peaked at $20.7K in Q2 2023.
  • 217 funds tracked by Wall St. Rank held Gold Fields as of Q3 2023.

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