WP
NB

WealthPLAN Partners’s NioCorp Developments NB Stock Holding History

WealthPLAN Partners’s Portfolio NB Stock Details NB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,192
Closed -$31.1K – 834
2023
Q2 		$31.1K Sell
6,192
-711
-10% -$4.06K ﹤0.01% 596
2023
Q1 		$43.9K Buy
+6,903
New +$47K 0.01% 582

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's NB Position: Q3 2023 in Review

WealthPLAN Partners sold out of NioCorp Developments (NB) in Q3 2023, closing a stake of 6,192 shares — an estimated $31.1K sold.

WealthPLAN Partners first reported a position in NB in Q1 2023 and held it in 2 quarters. The position peaked at $43.9K in Q1 2023. 54 funds tracked by Wall St. Rank hold NB as of Q3 2023.

  • WealthPLAN Partners reported no remaining NioCorp Developments position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 6,192 NioCorp Developments shares in Q3 2023, an estimated $31.1K.
  • WealthPLAN Partners first reported a position in NioCorp Developments in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's NioCorp Developments position peaked at $43.9K in Q1 2023.
  • 54 funds tracked by Wall St. Rank held NioCorp Developments as of Q3 2023.

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