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WealthPLAN Partners’s Red Rock Resorts RRR Stock Holding History

WealthPLAN Partners’s Portfolio RRR Stock Details RRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-413
Closed -$19.3K – 978
2023
Q2 		$19.3K Hold
413
– – ﹤0.01% 689
2023
Q1 		$18.4K Buy
+413
New +$18.3K ﹤0.01% 745

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Vanguard Group
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Diamond Hill Capital Management
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SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthPLAN Partners's RRR Position: Q3 2023 in Review

WealthPLAN Partners sold out of Red Rock Resorts (RRR) in Q3 2023, closing a stake of 413 shares — an estimated $19.3K sold.

WealthPLAN Partners first reported a position in RRR in Q1 2023 and held it in 2 quarters. The position peaked at $19.3K in Q2 2023. 158 funds tracked by Wall St. Rank hold RRR as of Q3 2023.

  • WealthPLAN Partners reported no remaining Red Rock Resorts position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 413 Red Rock Resorts shares in Q3 2023, an estimated $19.3K.
  • WealthPLAN Partners first reported a position in Red Rock Resorts in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Red Rock Resorts position peaked at $19.3K in Q2 2023.
  • 158 funds tracked by Wall St. Rank held Red Rock Resorts as of Q3 2023.

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