WP
SPR

WealthPLAN Partners’s Spirit AeroSystems SPR Stock Holding History

WealthPLAN Partners’s Portfolio SPR Stock Details SPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-141
Closed -$4.12K – 1048
2023
Q2 		$4.12K Sell
141
-500
-78% -$14.4K ﹤0.01% 949
2023
Q1 		$22.1K Buy
+641
New +$21.5K ﹤0.01% 704

Other funds holding SPR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthPLAN Partners's SPR Position: Q3 2023 in Review

WealthPLAN Partners sold out of Spirit AeroSystems (SPR) in Q3 2023, closing a stake of 141 shares — an estimated $4.12K sold.

WealthPLAN Partners first reported a position in SPR in Q1 2023 and held it in 2 quarters. The position peaked at $22.1K in Q1 2023. 255 funds tracked by Wall St. Rank hold SPR as of Q3 2023.

  • WealthPLAN Partners reported no remaining Spirit AeroSystems position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 141 Spirit AeroSystems shares in Q3 2023, an estimated $4.12K.
  • WealthPLAN Partners first reported a position in Spirit AeroSystems in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Spirit AeroSystems position peaked at $22.1K in Q1 2023.
  • 255 funds tracked by Wall St. Rank held Spirit AeroSystems as of Q3 2023.

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