WR Wealth Planners’s Big Lots, Inc. BIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-50	Closed	-$548	–	995
2023 Q1	$548	Buy	+50	New	+$756	﹤0.01%	856

Other funds holding BIG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

CCP

Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

WR Wealth Planners's BIG Position: Q2 2023 in Review

WR Wealth Planners sold out of Big Lots, Inc. (BIG) in Q2 2023, closing a stake of 50 shares — an estimated $548 sold.

WR Wealth Planners first reported a position in BIG in Q1 2023 and held it in 1 quarter. The position peaked at $548 in Q1 2023. 132 funds tracked by Wall St. Rank hold BIG as of Q2 2023.

WR Wealth Planners reported no remaining Big Lots, Inc. position as of Q2 2023 after selling out during the quarter.
WR Wealth Planners sold 50 Big Lots, Inc. shares in Q2 2023, an estimated $548.
WR Wealth Planners first reported a position in Big Lots, Inc. in Q1 2023 and held it in 1 quarter.
WR Wealth Planners's Big Lots, Inc. position peaked at $548 in Q1 2023.
132 funds tracked by Wall St. Rank held Big Lots, Inc. as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.