WealthPLAN Partners’s SELLAS Life Sciences SLS Stock Holding History

WealthPLAN Partners’s Portfolio SLS Stock Details SLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1	Closed	-$1	–	1379
2023 Q1	$1	Buy	+1	New	+$2	﹤0.01%	1321

Other funds holding SLS

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

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

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

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

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

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

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

OCG

Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return

PFG

Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return

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

WealthPLAN Partners's SLS Position: Q2 2023 in Review

WealthPLAN Partners sold out of SELLAS Life Sciences (SLS) in Q2 2023, closing a stake of 1 share — an estimated $1 sold.

WealthPLAN Partners first reported a position in SLS in Q1 2023 and held it in 1 quarter. The position peaked at $1 in Q1 2023. 25 funds tracked by Wall St. Rank hold SLS as of Q2 2023.

WealthPLAN Partners reported no remaining SELLAS Life Sciences position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 1 SELLAS Life Sciences share in Q2 2023, an estimated $1.
WealthPLAN Partners first reported a position in SELLAS Life Sciences in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's SELLAS Life Sciences position peaked at $1 in Q1 2023.
25 funds tracked by Wall St. Rank held SELLAS Life Sciences as of Q2 2023.

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