WealthPLAN Partners’s Manitowoc MTW Stock Holding History

WealthPLAN Partners’s Portfolio MTW Stock Details MTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-250	Closed	-$4.71K	–	829
2023 Q2	$4.71K	Hold	250	–	–	﹤0.01%	924
2023 Q1	$4.27K	Buy	+250	New	+$3.74K	﹤0.01%	1030

Other funds holding MTW

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

FSCM

Front Street Capital Management Missoula, Montana $881M AUM 86.5% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

WealthPLAN Partners's MTW Position: Q3 2023 in Review

WealthPLAN Partners sold out of Manitowoc (MTW) in Q3 2023, closing a stake of 250 shares — an estimated $4.71K sold.

WealthPLAN Partners first reported a position in MTW in Q1 2023 and held it in 2 quarters. The position peaked at $4.71K in Q2 2023. 167 funds tracked by Wall St. Rank hold MTW as of Q3 2023.

WealthPLAN Partners reported no remaining Manitowoc position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 250 Manitowoc shares in Q3 2023, an estimated $4.71K.
WealthPLAN Partners first reported a position in Manitowoc in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Manitowoc position peaked at $4.71K in Q2 2023.
167 funds tracked by Wall St. Rank held Manitowoc as of Q3 2023.

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