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WealthPLAN Partners’s Haleon HLN Stock Holding History

WealthPLAN Partners’s Portfolio HLN Stock Details HLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,338
Closed -$11.2K – 653
2023
Q2 		$11.2K Sell
1,338
-291
-18% -$2.48K ﹤0.01% 778
2023
Q1 		$13.3K Buy
+1,629
New +$13K ﹤0.01% 798

Other funds holding HLN

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HL
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Fisher Asset Management
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AllianceBernstein
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BCPEMI
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JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return