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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

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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 $38.9B AUM 28.51% 1-Year Est. Return

WealthPLAN Partners's LPX Position: Q3 2023 in Review

WealthPLAN Partners sold out of Louisiana-Pacific (LPX) in Q3 2023, closing a stake of 1,458 shares — an estimated $109K sold.

WealthPLAN Partners first reported a position in LPX in Q3 2021 and held it in 5 quarters. The position peaked at $828K in Q1 2022. 371 funds tracked by Wall St. Rank hold LPX as of Q3 2023.

  • WealthPLAN Partners reported no remaining Louisiana-Pacific position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,458 Louisiana-Pacific shares in Q3 2023, an estimated $109K.
  • WealthPLAN Partners first reported a position in Louisiana-Pacific in Q3 2021 and held it in 5 quarters.
  • WealthPLAN Partners's Louisiana-Pacific position peaked at $828K in Q1 2022.
  • 371 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q3 2023.

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