WealthPLAN Partners’s Quanex NX Stock Holding History

WealthPLAN Partners’s Portfolio NX Stock Details NX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-69	Closed	-$1.85K	–	856
2023 Q2	$1.85K	Hold	69	–	–	﹤0.01%	1087
2023 Q1	$1.49K	Buy	+69	New	+$1.66K	﹤0.01%	1168

Other funds holding NX

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

WealthPLAN Partners's NX Position: Q3 2023 in Review

WealthPLAN Partners sold out of Quanex (NX) in Q3 2023, closing a stake of 69 shares — an estimated $1.85K sold.

WealthPLAN Partners first reported a position in NX in Q1 2023 and held it in 2 quarters. The position peaked at $1.85K in Q2 2023. 178 funds tracked by Wall St. Rank hold NX as of Q3 2023.

WealthPLAN Partners reported no remaining Quanex position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 69 Quanex shares in Q3 2023, an estimated $1.85K.
WealthPLAN Partners first reported a position in Quanex in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Quanex position peaked at $1.85K in Q2 2023.
178 funds tracked by Wall St. Rank held Quanex as of Q3 2023.

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