WealthPLAN Partners’s Parsons PSN Stock Holding History

WealthPLAN Partners’s Portfolio PSN Stock Details PSN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-150	Closed	-$6.71K	–	1369
2023 Q1	$6.71K	Buy	+150	New	+$6.59K	﹤0.01%	948

Other funds holding PSN

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

WealthPLAN Partners's PSN Position: Q2 2023 in Review

WealthPLAN Partners sold out of Parsons (PSN) in Q2 2023, closing a stake of 150 shares — an estimated $6.71K sold.

WealthPLAN Partners first reported a position in PSN in Q1 2023 and held it in 1 quarter. The position peaked at $6.71K in Q1 2023. 213 funds tracked by Wall St. Rank hold PSN as of Q2 2023.

WealthPLAN Partners reported no remaining Parsons position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 150 Parsons shares in Q2 2023, an estimated $6.71K.
WealthPLAN Partners first reported a position in Parsons in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's Parsons position peaked at $6.71K in Q1 2023.
213 funds tracked by Wall St. Rank held Parsons as of Q2 2023.

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