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WR Wealth Planners’s Apogee Enterprises APOG Stock Holding History

WR Wealth Planners’s Portfolio APOG Stock Details APOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$214 Buy
+3
New +$236 ﹤0.01% 1066

Other funds holding APOG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

WR Wealth Planners opened a new position in Apogee Enterprises (APOG) in Q4 2024: 3 shares worth $214. The stake represents ﹤0.01% of the portfolio and ranks #1066 among its holdings.

262 funds tracked by Wall St. Rank hold APOG as of Q4 2024.

  • WR Wealth Planners held 3 shares of Apogee Enterprises worth $214 as of Q4 2024.
  • Apogee Enterprises was a new WR Wealth Planners position in Q4 2024.
  • Apogee Enterprises made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1066 holding.
  • 262 funds tracked by Wall St. Rank held Apogee Enterprises as of Q4 2024.

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