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WealthPLAN Partners’s Stantec STN Stock Holding History

WealthPLAN Partners’s Portfolio STN Stock Details STN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-124
Closed -$8.09K – 1058
2023
Q2 		$8.09K Hold
124
– – ﹤0.01% 831
2023
Q1 		$7.24K Buy
+124
New +$6.72K ﹤0.01% 934

Other funds holding STN

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WealthPLAN Partners's STN Position: Q3 2023 in Review

WealthPLAN Partners sold out of Stantec (STN) in Q3 2023, closing a stake of 124 shares — an estimated $8.09K sold.

WealthPLAN Partners first reported a position in STN in Q1 2023 and held it in 2 quarters. The position peaked at $8.09K in Q2 2023. 193 funds tracked by Wall St. Rank hold STN as of Q3 2023.

  • WealthPLAN Partners reported no remaining Stantec position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 124 Stantec shares in Q3 2023, an estimated $8.09K.
  • WealthPLAN Partners first reported a position in Stantec in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Stantec position peaked at $8.09K in Q2 2023.
  • 193 funds tracked by Wall St. Rank held Stantec as of Q3 2023.

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