WR Wealth Planners’s Centene CNC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$19K	Buy	313 +116	+59%	+$7.23K	0.01%	475
2024 Q3	$14.8K	Sell	197 -271	-58%	-$19.9K	﹤0.01%	566
2024 Q2	$31K	Buy	468 +137	+41%	+$9.96K	0.01%	387
2024 Q1	$26K	Buy	+331	New	+$25.6K	0.01%	412
2023 Q4	–	Sell	-157	Closed	-$10.8K	–	305
2023 Q3	$10.8K	Hold	157	–	–	﹤0.01%	543
2023 Q2	$10.6K	Buy	157 +34	+28%	+$2.27K	﹤0.01%	551
2023 Q1	$7.78K	Buy	+123	New	+$8.73K	﹤0.01%	611
2022 Q4	–	Sell	-85	Closed	-$6.61K	–	509
2022 Q3	$6.61K	Buy	+85	New	+$7.6K	﹤0.01%	293

Other funds holding CNC

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

WR Wealth Planners increased its Centene (CNC) stake by 59% in Q4 2024, buying an estimated $7.23K and bringing the position to 313 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #475.

WR Wealth Planners first reported a position in CNC in Q3 2022 and has held it in 8 quarters since. The position peaked at $31K in Q2 2024. 877 funds tracked by Wall St. Rank hold CNC as of Q4 2024.

WR Wealth Planners held 313 shares of Centene worth $19K as of Q4 2024.
WR Wealth Planners bought 116 Centene shares in Q4 2024, an estimated $7.23K.
Centene made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #475 holding.
WR Wealth Planners first reported a position in Centene in Q3 2022 and has held it in 8 quarters since.
WR Wealth Planners's Centene position peaked at $31K in Q2 2024.
877 funds tracked by Wall St. Rank held Centene as of Q4 2024.

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