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WealthPLAN Partners’s Motorola Solutions MSI Stock Holding History

WealthPLAN Partners’s Portfolio MSI Stock Details MSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6
Closed -$1.76K – 818
2023
Q2 		$1.76K Sell
6
-51
-89% -$14.6K ﹤0.01% 1092
2023
Q1 		$16.3K Buy
+57
New +$15K ﹤0.01% 766
2018
Q3 		– Sell
-1,820
Closed -$212K – 276
2018
Q2 		$212K Sell
1,820
-1,263
-41% -$139K 0.04% 236
2018
Q1 		$325K Buy
+3,083
New +$315K 0.07% 195
2016
Q3 		$3.94K Sell
53
-53
-50% -$3.87K ﹤0.01% 763
2016
Q2 		$3.5K Buy
+106
New +$7.54K ﹤0.01% 2099

Other funds holding MSI

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WealthPLAN Partners's MSI Position: Q3 2023 in Review

WealthPLAN Partners sold out of Motorola Solutions (MSI) in Q3 2023, closing a stake of 6 shares — an estimated $1.76K sold.

WealthPLAN Partners first reported a position in MSI in Q2 2016 and held it in 6 quarters. The position peaked at $325K in Q1 2018. 1,002 funds tracked by Wall St. Rank hold MSI as of Q3 2023.

  • WealthPLAN Partners reported no remaining Motorola Solutions position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 6 Motorola Solutions shares in Q3 2023, an estimated $1.76K.
  • WealthPLAN Partners first reported a position in Motorola Solutions in Q2 2016 and held it in 6 quarters.
  • WealthPLAN Partners's Motorola Solutions position peaked at $325K in Q1 2018.
  • 1,002 funds tracked by Wall St. Rank held Motorola Solutions as of Q3 2023.

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