WealthPLAN Partners’s Ubiquiti UI Stock Holding History

WealthPLAN Partners’s Portfolio UI Stock Details UI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-13	Closed	-$3.53K	–	1393
2023 Q1	$3.53K	Buy	+13	New	+$3.6K	﹤0.01%	1045

Other funds holding UI

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

SIM

SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

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

WealthPLAN Partners's UI Position: Q2 2023 in Review

WealthPLAN Partners sold out of Ubiquiti (UI) in Q2 2023, closing a stake of 13 shares — an estimated $3.53K sold.

WealthPLAN Partners first reported a position in UI in Q1 2023 and held it in 1 quarter. The position peaked at $3.53K in Q1 2023. 169 funds tracked by Wall St. Rank hold UI as of Q2 2023.

WealthPLAN Partners reported no remaining Ubiquiti position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 13 Ubiquiti shares in Q2 2023, an estimated $3.53K.
WealthPLAN Partners first reported a position in Ubiquiti in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's Ubiquiti position peaked at $3.53K in Q1 2023.
169 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2023.

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