WP
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WealthPLAN Partners’s Emerson Radio MSN Stock Holding History

WealthPLAN Partners’s Portfolio MSN Stock Details MSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-750
Closed -$443 – 819
2023
Q2 		$443 Hold
750
– – ﹤0.01% 1187
2023
Q1 		$405 Buy
+750
New +$423 ﹤0.01% 1261

Other funds holding MSN

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BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
OHWP
Oak Harbor Wealth Partners Raleigh, North Carolina $268M AUM 25.76% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WealthPLAN Partners's MSN Position: Q3 2023 in Review

WealthPLAN Partners sold out of Emerson Radio (MSN) in Q3 2023, closing a stake of 750 shares — an estimated $443 sold.

WealthPLAN Partners first reported a position in MSN in Q1 2023 and held it in 2 quarters. The position peaked at $443 in Q2 2023. 14 funds tracked by Wall St. Rank hold MSN as of Q3 2023.

  • WealthPLAN Partners reported no remaining Emerson Radio position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 750 Emerson Radio shares in Q3 2023, an estimated $443.
  • WealthPLAN Partners first reported a position in Emerson Radio in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Emerson Radio position peaked at $443 in Q2 2023.
  • 14 funds tracked by Wall St. Rank held Emerson Radio as of Q3 2023.

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