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WealthPLAN Partners’s ProPetro Holding PUMP Stock Holding History

WealthPLAN Partners’s Portfolio PUMP Stock Details PUMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-250
Closed -$2.06K – 932
2023
Q2 		$2.06K Hold
250
– – ﹤0.01% 1072
2023
Q1 		$1.8K Buy
+250
New +$2.27K ﹤0.01% 1147

Other funds holding PUMP

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $295M AUM 95.45% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WealthPLAN Partners's PUMP Position: Q3 2023 in Review

WealthPLAN Partners sold out of ProPetro Holding (PUMP) in Q3 2023, closing a stake of 250 shares — an estimated $2.06K sold.

WealthPLAN Partners first reported a position in PUMP in Q1 2023 and held it in 2 quarters. The position peaked at $2.06K in Q2 2023. 222 funds tracked by Wall St. Rank hold PUMP as of Q3 2023.

  • WealthPLAN Partners reported no remaining ProPetro Holding position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 250 ProPetro Holding shares in Q3 2023, an estimated $2.06K.
  • WealthPLAN Partners first reported a position in ProPetro Holding in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's ProPetro Holding position peaked at $2.06K in Q2 2023.
  • 222 funds tracked by Wall St. Rank held ProPetro Holding as of Q3 2023.

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