WealthPLAN Partners’s Ferrari RACE Stock Holding History

WealthPLAN Partners’s Portfolio RACE Stock Details RACE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10	Closed	-$3.25K	–	948
2023 Q2	$3.25K	Buy	+10	New	+$2.91K	﹤0.01%	982
2016 Q3	$11.3K	Sell	215 -465	-68%	-$21.7K	﹤0.01%	581
2016 Q2	$19K	Buy	+680	New	+$28.9K	﹤0.01%	1432
2015 Q4	$4.8K	Buy	+100	New	+$4.96K	﹤0.01%	1343

Other funds holding RACE

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WealthPLAN Partners's RACE Position: Q3 2023 in Review

WealthPLAN Partners sold out of Ferrari (RACE) in Q3 2023, closing a stake of 10 shares — an estimated $3.25K sold.

WealthPLAN Partners first reported a position in RACE in Q4 2015 and held it in 4 quarters. The position peaked at $19K in Q2 2016. 521 funds tracked by Wall St. Rank hold RACE as of Q3 2023.

WealthPLAN Partners reported no remaining Ferrari position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 10 Ferrari shares in Q3 2023, an estimated $3.25K.
WealthPLAN Partners first reported a position in Ferrari in Q4 2015 and held it in 4 quarters.
WealthPLAN Partners's Ferrari position peaked at $19K in Q2 2016.
521 funds tracked by Wall St. Rank held Ferrari as of Q3 2023.

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