WealthPLAN Partners’s SGHC Ltd SGHC Stock Holding History

WealthPLAN Partners’s Portfolio SGHC Stock Details SGHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-48	Closed	-$139	–	1013
2023 Q2	$139	Hold	48	–	–	﹤0.01%	1221
2023 Q1	$193	Buy	+48	New	+$173	﹤0.01%	1278

Other funds holding SGHC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

WealthPLAN Partners's SGHC Position: Q3 2023 in Review

WealthPLAN Partners sold out of SGHC Ltd (SGHC) in Q3 2023, closing a stake of 48 shares — an estimated $139 sold.

WealthPLAN Partners first reported a position in SGHC in Q1 2023 and held it in 2 quarters. The position peaked at $193 in Q1 2023. 72 funds tracked by Wall St. Rank hold SGHC as of Q3 2023.

WealthPLAN Partners reported no remaining SGHC Ltd position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 48 SGHC Ltd shares in Q3 2023, an estimated $139.
WealthPLAN Partners first reported a position in SGHC Ltd in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's SGHC Ltd position peaked at $193 in Q1 2023.
72 funds tracked by Wall St. Rank held SGHC Ltd as of Q3 2023.

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