WealthPLAN Partners’s ArcelorMittal MT Stock Holding History

WealthPLAN Partners’s Portfolio MT Stock Details MT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-670	Closed	-$18.3K	–	822
2023 Q2	$18.3K	Hold	670	–	–	﹤0.01%	698
2023 Q1	$20.2K	Buy	+670	New	+$20K	﹤0.01%	727
2021 Q4	–	Sell	-17,545	Closed	-$518K	–	389
2021 Q3	$518K	Sell	17,545 -6,023	-26%	-$197K	0.03%	252
2021 Q2	$855K	Sell	23,568 -2,012	-8%	-$62.3K	0.06%	167
2021 Q1	$773K	Buy	+25,580	New	+$625K	0.06%	171

Other funds holding MT

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

WealthPLAN Partners's MT Position: Q3 2023 in Review

WealthPLAN Partners sold out of ArcelorMittal (MT) in Q3 2023, closing a stake of 670 shares — an estimated $18.3K sold.

WealthPLAN Partners first reported a position in MT in Q1 2021 and held it in 5 quarters. The position peaked at $855K in Q2 2021. 185 funds tracked by Wall St. Rank hold MT as of Q3 2023.

WealthPLAN Partners reported no remaining ArcelorMittal position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 670 ArcelorMittal shares in Q3 2023, an estimated $18.3K.
WealthPLAN Partners first reported a position in ArcelorMittal in Q1 2021 and held it in 5 quarters.
WealthPLAN Partners's ArcelorMittal position peaked at $855K in Q2 2021.
185 funds tracked by Wall St. Rank held ArcelorMittal as of Q3 2023.

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