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WP
WFM
WealthPLAN Partners’s
Whole Foods Market Inc
WFM
Stock Holding History
WealthPLAN Partners’s Portfolio
WFM Stock Details
WFM Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2016
Q3
$2.69K
Hold
96
–
–
﹤0.01%
822
2016
Q2
$3.07K
Buy
+96
New
+$2.98K
﹤0.01%
2131
2015
Q4
$3.22K
Buy
+96
New
+$3.05K
﹤0.01%
1425
Other funds holding WFM
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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26.46%
1-Year Est. Return
Select Equity Group
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$18.8B AUM
17.33%
1-Year Est. Return
Capital Research Global Investors
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$645B AUM
30.41%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
BIT
BlackRock Institutional Trust
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$675B AUM
16.07%
1-Year Est. Return
Neuberger Berman Group
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$131B AUM
28.36%
1-Year Est. Return
BFA
BlackRock Fund Advisors
San Francisco, California
$542B AUM
18.13%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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