WealthPLAN Partners’s Masco MAS Stock Holding History

WealthPLAN Partners’s Portfolio MAS Stock Details MAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-160	Closed	-$7.96K	–	1341
2023 Q1	$7.96K	Buy	+160	New	+$8.25K	﹤0.01%	921

Other funds holding MAS

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

WealthPLAN Partners's MAS Position: Q2 2023 in Review

WealthPLAN Partners sold out of Masco (MAS) in Q2 2023, closing a stake of 160 shares — an estimated $7.96K sold.

WealthPLAN Partners first reported a position in MAS in Q1 2023 and held it in 1 quarter. The position peaked at $7.96K in Q1 2023. 715 funds tracked by Wall St. Rank hold MAS as of Q2 2023.

WealthPLAN Partners reported no remaining Masco position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 160 Masco shares in Q2 2023, an estimated $7.96K.
WealthPLAN Partners first reported a position in Masco in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's Masco position peaked at $7.96K in Q1 2023.
715 funds tracked by Wall St. Rank held Masco as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.