WWP
CBT icon

WR Wealth Planners’s Cabot Corp CBT Stock Holding History

WR Wealth Planners’s Portfolio CBT Stock Details CBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$274 Hold
3
– – ﹤0.01% 1049
2024
Q3 		$335 Buy
+3
New +$299 ﹤0.01% 1081

Other funds holding CBT

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

WR Wealth Planners held its Cabot Corp (CBT) position steady in Q4 2024 at 3 shares worth $274. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

WR Wealth Planners first reported a position in CBT in Q3 2024 and has held it in 2 quarters since. The position peaked at $335 in Q3 2024. 426 funds tracked by Wall St. Rank hold CBT as of Q4 2024.

  • WR Wealth Planners held 3 shares of Cabot Corp worth $274 as of Q4 2024.
  • WR Wealth Planners left its Cabot Corp share count unchanged in Q4 2024.
  • Cabot Corp made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1049 holding.
  • WR Wealth Planners first reported a position in Cabot Corp in Q3 2024 and has held it in 2 quarters since.
  • WR Wealth Planners's Cabot Corp position peaked at $335 in Q3 2024.
  • 426 funds tracked by Wall St. Rank held Cabot Corp as of Q4 2024.

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