WP
LPX icon

WealthPLAN Partners’s Louisiana-Pacific LPX Stock Holding History

WealthPLAN Partners’s Portfolio LPX Stock Details LPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,458
Closed -$109K – 773
2023
Q2 		$109K Sell
1,458
-201
-12% -$12.4K 0.02% 385
2023
Q1 		$89.9K Buy
+1,659
New +$101K 0.01% 445
2022
Q1 		$828K Buy
12,840
+570
+5% +$39.3K 0.06% 190
2021
Q4 		$815K Buy
12,270
+7,887
+180% +$541K 0.05% 195
2021
Q3 		$326K Buy
+4,383
New +$258K 0.02% 303

Other funds holding LPX

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return