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WealthPLAN Partners’s Mohawk Industries MHK Stock Holding History

WealthPLAN Partners’s Portfolio MHK Stock Details MHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-50
Closed -$5.16K – 803
2023
Q2 		$5.16K Hold
50
– – ﹤0.01% 904
2023
Q1 		$5.01K Buy
+50
New +$5.45K ﹤0.01% 1000
2016
Q3 		$9.93K Sell
50
-203
-80% -$41.7K ﹤0.01% 605
2016
Q2 		$12.9K Buy
+253
New +$49.2K ﹤0.01% 1630
2015
Q4 		$3.46K Buy
+280
New +$53.7K ﹤0.01% 1415
2015
Q2 		$3K Sell
18
-9
-33% -$1.67K ﹤0.01% 367
2015
Q1 		$4K Buy
+27
New +$4.67K ﹤0.01% 440

Other funds holding MHK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return

WealthPLAN Partners's MHK Position: Q3 2023 in Review

WealthPLAN Partners sold out of Mohawk Industries (MHK) in Q3 2023, closing a stake of 50 shares — an estimated $5.16K sold.

WealthPLAN Partners first reported a position in MHK in Q1 2015 and held it in 7 quarters. The position peaked at $12.9K in Q2 2016. 425 funds tracked by Wall St. Rank hold MHK as of Q3 2023.

  • WealthPLAN Partners reported no remaining Mohawk Industries position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 50 Mohawk Industries shares in Q3 2023, an estimated $5.16K.
  • WealthPLAN Partners first reported a position in Mohawk Industries in Q1 2015 and held it in 7 quarters.
  • WealthPLAN Partners's Mohawk Industries position peaked at $12.9K in Q2 2016.
  • 425 funds tracked by Wall St. Rank held Mohawk Industries as of Q3 2023.

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