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WealthPLAN Partners’s Restaurant Brands International QSR Stock Holding History

WealthPLAN Partners’s Portfolio QSR Stock Details QSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-41
Closed -$3.18K – 945
2023
Q2 		$3.18K Buy
+41
New +$2.96K ﹤0.01% 989

Other funds holding QSR

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

WealthPLAN Partners's QSR Position: Q3 2023 in Review

WealthPLAN Partners sold out of Restaurant Brands International (QSR) in Q3 2023, closing a stake of 41 shares — an estimated $3.18K sold.

WealthPLAN Partners first reported a position in QSR in Q2 2023 and held it in 1 quarter. The position peaked at $3.18K in Q2 2023. 436 funds tracked by Wall St. Rank hold QSR as of Q3 2023.

  • WealthPLAN Partners reported no remaining Restaurant Brands International position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 41 Restaurant Brands International shares in Q3 2023, an estimated $3.18K.
  • WealthPLAN Partners first reported a position in Restaurant Brands International in Q2 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Restaurant Brands International position peaked at $3.18K in Q2 2023.
  • 436 funds tracked by Wall St. Rank held Restaurant Brands International as of Q3 2023.

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