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WealthPLAN Partners’s ITT ITT Stock Holding History

WealthPLAN Partners’s Portfolio ITT Stock Details ITT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-66
Closed -$6.15K – 716
2023
Q2 		$6.15K Hold
66
– – ﹤0.01% 876
2023
Q1 		$5.7K Buy
+66
New +$5.8K ﹤0.01% 981
2016
Q3 		$27.1K Sell
768
-68
-8% -$2.32K 0.01% 428
2016
Q2 		$24.6K Buy
+836
New +$30K ﹤0.01% 1299
2015
Q4 		$25.5K Buy
+2,100
New +$78.8K ﹤0.01% 831

Other funds holding ITT

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

WealthPLAN Partners's ITT Position: Q3 2023 in Review

WealthPLAN Partners sold out of ITT (ITT) in Q3 2023, closing a stake of 66 shares — an estimated $6.15K sold.

WealthPLAN Partners first reported a position in ITT in Q4 2015 and held it in 5 quarters. The position peaked at $27.1K in Q3 2016. 424 funds tracked by Wall St. Rank hold ITT as of Q3 2023.

  • WealthPLAN Partners reported no remaining ITT position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 66 ITT shares in Q3 2023, an estimated $6.15K.
  • WealthPLAN Partners first reported a position in ITT in Q4 2015 and held it in 5 quarters.
  • WealthPLAN Partners's ITT position peaked at $27.1K in Q3 2016.
  • 424 funds tracked by Wall St. Rank held ITT as of Q3 2023.

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