WWP
CTAS icon

WR Wealth Planners’s Cintas CTAS Stock Holding History

WR Wealth Planners’s Portfolio CTAS Stock Details CTAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$88.2K Sell
483
-145
-23% -$30.5K 0.03% 249
2024
Q3 		$129K Sell
628
-200
-24% -$38.6K 0.04% 235
2024
Q2 		$145K Buy
828
+16
+2% +$2.73K 0.04% 211
2024
Q1 		$139K Buy
+812
New +$125K 0.04% 217
2023
Q4 		– Sell
-800
Closed -$96.2K – 322
2023
Q3 		$96.2K Hold
800
– – 0.04% 243
2023
Q2 		$99.4K Hold
800
– – 0.04% 240
2023
Q1 		$92.5K Buy
+800
New +$88.2K 0.04% 242

Other funds holding CTAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

WR Wealth Planners reduced its Cintas (CTAS) stake by 23% in Q4 2024, selling an estimated $30.5K and leaving 483 shares worth $88.2K. The position accounts for 0.03% of the portfolio, ranked #249.

WR Wealth Planners first reported a position in CTAS in Q1 2023 and has held it in 7 quarters since. The position peaked at $145K in Q2 2024. 1,389 funds tracked by Wall St. Rank hold CTAS as of Q4 2024.

  • WR Wealth Planners held 483 shares of Cintas worth $88.2K as of Q4 2024.
  • WR Wealth Planners sold 145 Cintas shares in Q4 2024, an estimated $30.5K.
  • Cintas made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #249 holding.
  • WR Wealth Planners first reported a position in Cintas in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Cintas position peaked at $145K in Q2 2024.
  • 1,389 funds tracked by Wall St. Rank held Cintas as of Q4 2024.

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