WealthPLAN Partners’s Sun Communities SUI Stock Holding History

WealthPLAN Partners’s Portfolio SUI Stock Details SUI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-13	Closed	-$1.83K	–	1386
2023 Q1	$1.83K	Buy	+13	New	+$1.9K	﹤0.01%	1143

Other funds holding SUI

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

WealthPLAN Partners's SUI Position: Q2 2023 in Review

WealthPLAN Partners sold out of Sun Communities (SUI) in Q2 2023, closing a stake of 13 shares — an estimated $1.83K sold.

WealthPLAN Partners first reported a position in SUI in Q1 2023 and held it in 1 quarter. The position peaked at $1.83K in Q1 2023. 504 funds tracked by Wall St. Rank hold SUI as of Q2 2023.

WealthPLAN Partners reported no remaining Sun Communities position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 13 Sun Communities shares in Q2 2023, an estimated $1.83K.
WealthPLAN Partners first reported a position in Sun Communities in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's Sun Communities position peaked at $1.83K in Q1 2023.
504 funds tracked by Wall St. Rank held Sun Communities as of Q2 2023.

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