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WR Wealth Planners’s Archer Aviation ACHR Stock Holding History

WR Wealth Planners’s Portfolio ACHR Stock Details ACHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-100
Closed -$462 – 1143
2024
Q1 		$462 Buy
+100
New +$502 ﹤0.01% 1041
2023
Q4 		– Sell
-100
Closed -$506 – 193
2023
Q3 		$506 Hold
100
– – ﹤0.01% 858
2023
Q2 		$412 Hold
100
– – ﹤0.01% 855
2023
Q1 		$286 Buy
+100
New +$270 ﹤0.01% 873

Other funds holding ACHR

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WR Wealth Planners's ACHR Position: Q2 2024 in Review

WR Wealth Planners sold out of Archer Aviation (ACHR) in Q2 2024, closing a stake of 100 shares — an estimated $462 sold.

WR Wealth Planners first reported a position in ACHR in Q1 2023 and held it in 4 quarters. The position peaked at $506 in Q3 2023. 217 funds tracked by Wall St. Rank hold ACHR as of Q2 2024.

  • WR Wealth Planners reported no remaining Archer Aviation position as of Q2 2024 after selling out during the quarter.
  • WR Wealth Planners sold 100 Archer Aviation shares in Q2 2024, an estimated $462.
  • WR Wealth Planners first reported a position in Archer Aviation in Q1 2023 and held it in 4 quarters.
  • WR Wealth Planners's Archer Aviation position peaked at $506 in Q3 2023.
  • 217 funds tracked by Wall St. Rank held Archer Aviation as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.