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WealthPLAN Partners’s Nelnet NNI Stock Holding History

WealthPLAN Partners’s Portfolio NNI Stock Details NNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-82
Closed -$7.54K – 1352
2023
Q1 		$7.54K Buy
+82
New +$7.6K ﹤0.01% 927
2016
Q3 		– Sell
-252
Closed -$9 – 1036
2016
Q2 		$9 Buy
+252
New +$9.41K ﹤0.01% 2538
2015
Q4 		$16 Buy
+500
New +$16.8K ﹤0.01% 1713
2015
Q2 		$11K Buy
+250
New +$11K ﹤0.01% 306

Other funds holding NNI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
SA
Sycale Advisors New York $326M AUM 6.53% 1-Year Est. Return

WealthPLAN Partners's NNI Position: Q2 2023 in Review

WealthPLAN Partners sold out of Nelnet (NNI) in Q2 2023, closing a stake of 82 shares — an estimated $7.54K sold.

WealthPLAN Partners first reported a position in NNI in Q2 2015 and held it in 4 quarters. The position peaked at $11K in Q2 2015. 144 funds tracked by Wall St. Rank hold NNI as of Q2 2023.

  • WealthPLAN Partners reported no remaining Nelnet position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 82 Nelnet shares in Q2 2023, an estimated $7.54K.
  • WealthPLAN Partners first reported a position in Nelnet in Q2 2015 and held it in 4 quarters.
  • WealthPLAN Partners's Nelnet position peaked at $11K in Q2 2015.
  • 144 funds tracked by Wall St. Rank held Nelnet as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.