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WR Wealth Planners’s Ball Corp BALL Stock Holding History

WR Wealth Planners’s Portfolio BALL Stock Details BALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$5.51K Hold
100
– – ﹤0.01% 682
2024
Q3 		$6.79K Hold
100
– – ﹤0.01% 690
2024
Q2 		$6K Hold
100
– – ﹤0.01% 687
2024
Q1 		$6.74K Buy
+100
New +$6.08K ﹤0.01% 671
2023
Q4 		– Sell
-100
Closed -$4.98K – 237
2023
Q3 		$4.98K Hold
100
– – ﹤0.01% 677
2023
Q2 		$5.82K Hold
100
– – ﹤0.01% 655
2023
Q1 		$5.51K Buy
+100
New +$5.56K ﹤0.01% 667

Other funds holding BALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

WR Wealth Planners held its Ball Corp (BALL) position steady in Q4 2024 at 100 shares worth $5.51K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

WR Wealth Planners first reported a position in BALL in Q1 2023 and has held it in 7 quarters since. The position peaked at $6.79K in Q3 2024. 719 funds tracked by Wall St. Rank hold BALL as of Q4 2024.

  • WR Wealth Planners held 100 shares of Ball Corp worth $5.51K as of Q4 2024.
  • WR Wealth Planners left its Ball Corp share count unchanged in Q4 2024.
  • Ball Corp made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #682 holding.
  • WR Wealth Planners first reported a position in Ball Corp in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Ball Corp position peaked at $6.79K in Q3 2024.
  • 719 funds tracked by Wall St. Rank held Ball Corp as of Q4 2024.

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