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WP
WealthPLAN Partners’s
Labcorp
LH
Stock Holding History
WealthPLAN Partners’s Portfolio
LH Stock Details
LH Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Sell
-9
Closed
-$1.93K
–
766
2023
Q2
$1.93K
Sell
9
-117
-93%
-$22.7K
﹤0.01%
1082
2023
Q1
$24.8K
Buy
+126
New
+$25.9K
﹤0.01%
685
2016
Q3
$14.7K
Sell
126
-21
-14%
-$2.48K
﹤0.01%
540
2016
Q2
$12.8K
Buy
+147
New
+$15.8K
﹤0.01%
1637
2015
Q4
$8.65K
Buy
+81
New
+$8.36K
﹤0.01%
1197
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1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Lazard Asset Management
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$60.7B AUM
22.47%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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