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WR Wealth Planners’s Core & Main CNM Stock Holding History

WR Wealth Planners’s Portfolio CNM Stock Details CNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$77.3K Sell
1,518
-200
-12% -$9.42K 0.02% 270
2024
Q3 		$76.3K Buy
1,718
+1,507
+714% +$72.2K 0.02% 288
2024
Q2 		$10.3K Buy
211
+200
+1,818% +$11.1K ﹤0.01% 588
2024
Q1 		$630 Buy
+11
New +$504 ﹤0.01% 1012

Other funds holding CNM

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

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

WR Wealth Planners reduced its Core & Main (CNM) stake by 12% in Q4 2024, selling an estimated $9.42K and leaving 1,518 shares worth $77.3K. The position accounts for 0.02% of the portfolio, ranked #270.

WR Wealth Planners first reported a position in CNM in Q1 2024 and has held it in 4 quarters since. 415 funds tracked by Wall St. Rank hold CNM as of Q4 2024.

  • WR Wealth Planners held 1,518 shares of Core & Main worth $77.3K as of Q4 2024.
  • WR Wealth Planners sold 200 Core & Main shares in Q4 2024, an estimated $9.42K.
  • Core & Main made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #270 holding.
  • WR Wealth Planners first reported a position in Core & Main in Q1 2024 and has held it in 4 quarters since.
  • 415 funds tracked by Wall St. Rank held Core & Main as of Q4 2024.

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