WR Wealth Planners’s American Battery Technology Co ABAT Stock Holding History

WR Wealth Planners’s Portfolio ABAT Stock Details ABAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$2.34K	Buy	950 +100	+12%	+$112	﹤0.01%	831
2024 Q3	$910	Hold	850	–	–	﹤0.01%	978
2024 Q2	$1.06K	Hold	850	–	–	﹤0.01%	950
2024 Q1	$1.49K	Buy	+850	New	+$2.17K	﹤0.01%	918
2023 Q4	–	Sell	-250	Closed	-$2.15K	–	188
2023 Q3	$2.15K	Buy	+250	New	+$2.39K	﹤0.01%	772

Other funds holding ABAT

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SAM

Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GIM

Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WR Wealth Planners's ABAT Position: Q4 2024 in Review

WR Wealth Planners increased its American Battery Technology Co (ABAT) stake by 12% in Q4 2024, buying an estimated $112 and bringing the position to 950 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

WR Wealth Planners first reported a position in ABAT in Q3 2023 and has held it in 5 quarters since. 71 funds tracked by Wall St. Rank hold ABAT as of Q4 2024.

WR Wealth Planners held 950 shares of American Battery Technology Co worth $2.34K as of Q4 2024.
WR Wealth Planners bought 100 American Battery Technology Co shares in Q4 2024, an estimated $112.
American Battery Technology Co made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #831 holding.
WR Wealth Planners first reported a position in American Battery Technology Co in Q3 2023 and has held it in 5 quarters since.
71 funds tracked by Wall St. Rank held American Battery Technology Co as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.