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WealthPLAN Partners’s Sturm, Ruger & Co RGR Stock Holding History

WealthPLAN Partners’s Portfolio RGR Stock Details RGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-110
Closed -$6.29K – 1374
2023
Q1 		$6.29K Buy
+110
New +$6.13K ﹤0.01% 959
2016
Q3 		$11.4K Buy
+200
New +$12.7K ﹤0.01% 578

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WealthPLAN Partners's RGR Position: Q2 2023 in Review

WealthPLAN Partners sold out of Sturm, Ruger & Co (RGR) in Q2 2023, closing a stake of 110 shares — an estimated $6.29K sold.

WealthPLAN Partners first reported a position in RGR in Q3 2016 and held it in 2 quarters. The position peaked at $11.4K in Q3 2016. 208 funds tracked by Wall St. Rank hold RGR as of Q2 2023.

  • WealthPLAN Partners reported no remaining Sturm, Ruger & Co position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 110 Sturm, Ruger & Co shares in Q2 2023, an estimated $6.29K.
  • WealthPLAN Partners first reported a position in Sturm, Ruger & Co in Q3 2016 and held it in 2 quarters.
  • WealthPLAN Partners's Sturm, Ruger & Co position peaked at $11.4K in Q3 2016.
  • 208 funds tracked by Wall St. Rank held Sturm, Ruger & Co as of Q2 2023.

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