WealthPLAN Partners’s Knife River KNF Stock Holding History

WealthPLAN Partners’s Portfolio KNF Stock Details KNF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-201	Closed	-$8.74K	–	750
2023 Q2	$8.74K	Buy	+201	New	+$8.53K	﹤0.01%	813

Other funds holding KNF

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

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

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

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

5NCM

59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

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

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

WealthPLAN Partners's KNF Position: Q3 2023 in Review

WealthPLAN Partners sold out of Knife River (KNF) in Q3 2023, closing a stake of 201 shares — an estimated $8.74K sold.

WealthPLAN Partners first reported a position in KNF in Q2 2023 and held it in 1 quarter. The position peaked at $8.74K in Q2 2023. 308 funds tracked by Wall St. Rank hold KNF as of Q3 2023.

WealthPLAN Partners reported no remaining Knife River position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 201 Knife River shares in Q3 2023, an estimated $8.74K.
WealthPLAN Partners first reported a position in Knife River in Q2 2023 and held it in 1 quarter.
WealthPLAN Partners's Knife River position peaked at $8.74K in Q2 2023.
308 funds tracked by Wall St. Rank held Knife River as of Q3 2023.

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