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WealthPLAN Partners’s Global E Online GLBE Stock Holding History

WealthPLAN Partners’s Portfolio GLBE Stock Details GLBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-350
Closed -$14.3K – 621
2023
Q2 		$14.3K Hold
350
– – ﹤0.01% 737
2023
Q1 		$11.3K Buy
+350
New +$9.59K ﹤0.01% 833

Other funds holding GLBE

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ACA
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DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VP
Vitruvian Partners London, United Kingdom $201M AUM 10.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $7.48B AUM 104.76% 1-Year Est. Return

WealthPLAN Partners's GLBE Position: Q3 2023 in Review

WealthPLAN Partners sold out of Global E Online (GLBE) in Q3 2023, closing a stake of 350 shares — an estimated $14.3K sold.

WealthPLAN Partners first reported a position in GLBE in Q1 2023 and held it in 2 quarters. The position peaked at $14.3K in Q2 2023. 210 funds tracked by Wall St. Rank hold GLBE as of Q3 2023.

  • WealthPLAN Partners reported no remaining Global E Online position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 350 Global E Online shares in Q3 2023, an estimated $14.3K.
  • WealthPLAN Partners first reported a position in Global E Online in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Global E Online position peaked at $14.3K in Q2 2023.
  • 210 funds tracked by Wall St. Rank held Global E Online as of Q3 2023.

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