WR Wealth Planners’s Americold COLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-85	Closed	-$2.12K	–	1159
2024 Q1	$2.12K	Buy	+85	New	+$2.32K	﹤0.01%	870
2023 Q4	–	Sell	-73	Closed	-$2.22K	–	312
2023 Q3	$2.22K	Buy	+73	New	+$2.36K	﹤0.01%	766

Other funds holding COLD

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

WR Wealth Planners's COLD Position: Q2 2024 in Review

WR Wealth Planners sold out of Americold (COLD) in Q2 2024, closing a stake of 85 shares — an estimated $2.12K sold.

WR Wealth Planners first reported a position in COLD in Q3 2023 and held it in 2 quarters. The position peaked at $2.22K in Q3 2023. 364 funds tracked by Wall St. Rank hold COLD as of Q2 2024.

WR Wealth Planners reported no remaining Americold position as of Q2 2024 after selling out during the quarter.
WR Wealth Planners sold 85 Americold shares in Q2 2024, an estimated $2.12K.
WR Wealth Planners first reported a position in Americold in Q3 2023 and held it in 2 quarters.
WR Wealth Planners's Americold position peaked at $2.22K in Q3 2023.
364 funds tracked by Wall St. Rank held Americold as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.