WWP
ATVI

WR Wealth Planners’s Activision Blizzard ATVI Stock Holding History

WR Wealth Planners’s Portfolio ATVI Stock Details ATVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-273
Closed -$25.5K – 914
2023
Q3 		$25.5K Sell
273
-810
-75% -$73.9K 0.01% 399
2023
Q2 		$91.3K Buy
1,083
+315
+41% +$25.5K 0.04% 254
2023
Q1 		$65.7K Buy
+768
New +$59.6K 0.03% 286

Other funds holding ATVI

BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
CAM
Close Asset Management London, United Kingdom $3.69B AUM 21.62% 1-Year Est. Return
AJ
Ashburton (Jersey) St Helier, Jersey $227M AUM
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
VWA
Valued Wealth Advisors Holladay, Utah $247M AUM 21.93% 1-Year Est. Return

WR Wealth Planners's ATVI Position: Q4 2023 in Review

WR Wealth Planners sold out of Activision Blizzard (ATVI) in Q4 2023, closing a stake of 273 shares — an estimated $25.5K sold.

WR Wealth Planners first reported a position in ATVI in Q1 2023 and held it in 3 quarters. The position peaked at $91.3K in Q2 2023. 12 funds tracked by Wall St. Rank hold ATVI as of Q4 2023.

  • WR Wealth Planners reported no remaining Activision Blizzard position as of Q4 2023 after selling out during the quarter.
  • WR Wealth Planners sold 273 Activision Blizzard shares in Q4 2023, an estimated $25.5K.
  • WR Wealth Planners first reported a position in Activision Blizzard in Q1 2023 and held it in 3 quarters.
  • WR Wealth Planners's Activision Blizzard position peaked at $91.3K in Q2 2023.
  • 12 funds tracked by Wall St. Rank held Activision Blizzard as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.