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WealthPLAN Partners’s Sphere Entertainment SPHR Stock Holding History

WealthPLAN Partners’s Portfolio SPHR Stock Details SPHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-150
Closed -$8.86K – 1382
2023
Q1 		$8.86K Buy
+150
New +$8.11K ﹤0.01% 890

Other funds holding SPHR

AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
LCG
Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

WealthPLAN Partners's SPHR Position: Q2 2023 in Review

WealthPLAN Partners sold out of Sphere Entertainment (SPHR) in Q2 2023, closing a stake of 150 shares — an estimated $8.86K sold.

WealthPLAN Partners first reported a position in SPHR in Q1 2023 and held it in 1 quarter. The position peaked at $8.86K in Q1 2023. 178 funds tracked by Wall St. Rank hold SPHR as of Q2 2023.

  • WealthPLAN Partners reported no remaining Sphere Entertainment position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 150 Sphere Entertainment shares in Q2 2023, an estimated $8.86K.
  • WealthPLAN Partners first reported a position in Sphere Entertainment in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's Sphere Entertainment position peaked at $8.86K in Q1 2023.
  • 178 funds tracked by Wall St. Rank held Sphere Entertainment as of Q2 2023.

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