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WealthPLAN Partners’s SFL Corp SFL Stock Holding History

WealthPLAN Partners’s Portfolio SFL Stock Details SFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-330
Closed -$3.08K – 1010
2023
Q2 		$3.08K Hold
330
– – ﹤0.01% 999
2023
Q1 		$3.13K Buy
+330
New +$3.26K ﹤0.01% 1065
2016
Q3 		$1.47K Hold
100
– – ﹤0.01% 877
2016
Q2 		$1 Buy
+100
New +$1.49K ﹤0.01% 2586

Other funds holding SFL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WealthPLAN Partners's SFL Position: Q3 2023 in Review

WealthPLAN Partners sold out of SFL Corp (SFL) in Q3 2023, closing a stake of 330 shares — an estimated $3.08K sold.

WealthPLAN Partners first reported a position in SFL in Q2 2016 and held it in 4 quarters. The position peaked at $3.13K in Q1 2023. 153 funds tracked by Wall St. Rank hold SFL as of Q3 2023.

  • WealthPLAN Partners reported no remaining SFL Corp position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 330 SFL Corp shares in Q3 2023, an estimated $3.08K.
  • WealthPLAN Partners first reported a position in SFL Corp in Q2 2016 and held it in 4 quarters.
  • WealthPLAN Partners's SFL Corp position peaked at $3.13K in Q1 2023.
  • 153 funds tracked by Wall St. Rank held SFL Corp as of Q3 2023.

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