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WealthPLAN Partners’s New Fortress Energy NFE Stock Holding History

WealthPLAN Partners’s Portfolio NFE Stock Details NFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-826
Closed -$22.1K – 839
2023
Q2 		$22.1K Buy
826
+3
+0.4% +$87 ﹤0.01% 658
2023
Q1 		$24.2K Buy
+823
New +$29K ﹤0.01% 690

Other funds holding NFE

GMP
Great Mountain Partners New Haven, Connecticut $9.28M AUM 89.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
FIG
Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthPLAN Partners's NFE Position: Q3 2023 in Review

WealthPLAN Partners sold out of New Fortress Energy (NFE) in Q3 2023, closing a stake of 826 shares — an estimated $22.1K sold.

WealthPLAN Partners first reported a position in NFE in Q1 2023 and held it in 2 quarters. The position peaked at $24.2K in Q1 2023. 241 funds tracked by Wall St. Rank hold NFE as of Q3 2023.

  • WealthPLAN Partners reported no remaining New Fortress Energy position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 826 New Fortress Energy shares in Q3 2023, an estimated $22.1K.
  • WealthPLAN Partners first reported a position in New Fortress Energy in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's New Fortress Energy position peaked at $24.2K in Q1 2023.
  • 241 funds tracked by Wall St. Rank held New Fortress Energy as of Q3 2023.

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