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

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers

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

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return