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WR Wealth Planners’s AMCON Distributing DIT Stock Holding History

WR Wealth Planners’s Portfolio DIT Stock Details DIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-75
Closed -$7.25K – 1123
2024
Q3 		$7.25K Buy
+75
New +$7.21K ﹤0.01% 680

Other funds holding DIT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

WR Wealth Planners sold out of AMCON Distributing (DIT) in Q4 2024, closing a stake of 75 shares — an estimated $7.25K sold.

WR Wealth Planners first reported a position in DIT in Q3 2024 and held it in 1 quarter. The position peaked at $7.25K in Q3 2024. 15 funds tracked by Wall St. Rank hold DIT as of Q4 2024.

  • WR Wealth Planners reported no remaining AMCON Distributing position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 75 AMCON Distributing shares in Q4 2024, an estimated $7.25K.
  • WR Wealth Planners first reported a position in AMCON Distributing in Q3 2024 and held it in 1 quarter.
  • WR Wealth Planners's AMCON Distributing position peaked at $7.25K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held AMCON Distributing as of Q4 2024.

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