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WealthPLAN Partners’s Parker-Hannifin PH Stock Holding History

WealthPLAN Partners’s Portfolio PH Stock Details PH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11
Closed -$4.29K – 899
2023
Q2 		$4.29K Hold
11
– – ﹤0.01% 943
2023
Q1 		$3.7K Buy
+11
New +$3.64K ﹤0.01% 1040
2016
Q3 		$61.8K Sell
500
-610
-55% -$72.7K 0.02% 302
2016
Q2 		$54.1K Buy
+1,110
New +$124K 0.01% 873

Other funds holding PH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's PH Position: Q3 2023 in Review

WealthPLAN Partners sold out of Parker-Hannifin (PH) in Q3 2023, closing a stake of 11 shares — an estimated $4.29K sold.

WealthPLAN Partners first reported a position in PH in Q2 2016 and held it in 4 quarters. The position peaked at $61.8K in Q3 2016. 1,178 funds tracked by Wall St. Rank hold PH as of Q3 2023.

  • WealthPLAN Partners reported no remaining Parker-Hannifin position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 11 Parker-Hannifin shares in Q3 2023, an estimated $4.29K.
  • WealthPLAN Partners first reported a position in Parker-Hannifin in Q2 2016 and held it in 4 quarters.
  • WealthPLAN Partners's Parker-Hannifin position peaked at $61.8K in Q3 2016.
  • 1,178 funds tracked by Wall St. Rank held Parker-Hannifin as of Q3 2023.

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