WealthPLAN Partners’s ONE Gas OGS Stock Holding History

WealthPLAN Partners’s Portfolio OGS Stock Details OGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-52	Closed	-$3.99K	–	863
2023 Q2	$3.99K	Hold	52	–	–	﹤0.01%	954
2023 Q1	$4.12K	Buy	+52	New	+$4.12K	﹤0.01%	1033

Other funds holding OGS

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

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthPLAN Partners's OGS Position: Q3 2023 in Review

WealthPLAN Partners sold out of ONE Gas (OGS) in Q3 2023, closing a stake of 52 shares — an estimated $3.99K sold.

WealthPLAN Partners first reported a position in OGS in Q1 2023 and held it in 2 quarters. The position peaked at $4.12K in Q1 2023. 351 funds tracked by Wall St. Rank hold OGS as of Q3 2023.

WealthPLAN Partners reported no remaining ONE Gas position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 52 ONE Gas shares in Q3 2023, an estimated $3.99K.
WealthPLAN Partners first reported a position in ONE Gas in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's ONE Gas position peaked at $4.12K in Q1 2023.
351 funds tracked by Wall St. Rank held ONE Gas as of Q3 2023.

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