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WealthPLAN Partners’s MasterCraft Boat Holdings MCFT Stock Holding History

WealthPLAN Partners’s Portfolio MCFT Stock Details MCFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-202
Closed -$6.19K – 789
2023
Q2 		$6.19K Hold
202
– – ﹤0.01% 873
2023
Q1 		$6.15K Buy
+202
New +$6.27K ﹤0.01% 962

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

WealthPLAN Partners's MCFT Position: Q3 2023 in Review

WealthPLAN Partners sold out of MasterCraft Boat Holdings (MCFT) in Q3 2023, closing a stake of 202 shares — an estimated $6.19K sold.

WealthPLAN Partners first reported a position in MCFT in Q1 2023 and held it in 2 quarters. The position peaked at $6.19K in Q2 2023. 136 funds tracked by Wall St. Rank hold MCFT as of Q3 2023.

  • WealthPLAN Partners reported no remaining MasterCraft Boat Holdings position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 202 MasterCraft Boat Holdings shares in Q3 2023, an estimated $6.19K.
  • WealthPLAN Partners first reported a position in MasterCraft Boat Holdings in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's MasterCraft Boat Holdings position peaked at $6.19K in Q2 2023.
  • 136 funds tracked by Wall St. Rank held MasterCraft Boat Holdings as of Q3 2023.

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