WealthPLAN Partners’s Standard Lithium SLI Stock Holding History

WealthPLAN Partners’s Portfolio SLI Stock Details SLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-195	Closed	-$878	–	1027
2023 Q2	$878	Hold	195	–	–	﹤0.01%	1149
2023 Q1	$741	Buy	+195	New	+$760	﹤0.01%	1227

Other funds holding SLI

Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

WealthPLAN Partners's SLI Position: Q3 2023 in Review

WealthPLAN Partners sold out of Standard Lithium (SLI) in Q3 2023, closing a stake of 195 shares — an estimated $878 sold.

WealthPLAN Partners first reported a position in SLI in Q1 2023 and held it in 2 quarters. The position peaked at $878 in Q2 2023. 82 funds tracked by Wall St. Rank hold SLI as of Q3 2023.

WealthPLAN Partners reported no remaining Standard Lithium position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 195 Standard Lithium shares in Q3 2023, an estimated $878.
WealthPLAN Partners first reported a position in Standard Lithium in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Standard Lithium position peaked at $878 in Q2 2023.
82 funds tracked by Wall St. Rank held Standard Lithium as of Q3 2023.

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