WR Wealth Planners’s Dun & Bradstreet DNB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$62	Hold	5	–	–	﹤0.01%	1085
2024 Q3	$58	Hold	5	–	–	﹤0.01%	1122
2024 Q2	$46	Sell	5 -100	-95%	-$962	﹤0.01%	1127
2024 Q1	$1.05K	Buy	+105	New	+$1.15K	﹤0.01%	964
2023 Q4	–	Sell	-5	Closed	-$50	–	352
2023 Q3	$50	Hold	5	–	–	﹤0.01%	902
2023 Q2	$58	Hold	5	–	–	﹤0.01%	890
2023 Q1	$59	Hold	5	–	–	﹤0.01%	919
2022 Q4	$61	Hold	5	–	–	﹤0.01%	489
2022 Q3	$62	Hold	5	–	–	﹤0.01%	510
2022 Q2	$75	Hold	5	–	–	﹤0.01%	514
2022 Q1	$88	Buy	+5	New	+$93	﹤0.01%	511

Other funds holding DNB

Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

THLTP

Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

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

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

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

WR Wealth Planners held its Dun & Bradstreet (DNB) position steady in Q4 2024 at 5 shares worth $62. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

WR Wealth Planners first reported a position in DNB in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.05K in Q1 2024. 253 funds tracked by Wall St. Rank hold DNB as of Q4 2024.

WR Wealth Planners held 5 shares of Dun & Bradstreet worth $62 as of Q4 2024.
WR Wealth Planners left its Dun & Bradstreet share count unchanged in Q4 2024.
Dun & Bradstreet made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1085 holding.
WR Wealth Planners first reported a position in Dun & Bradstreet in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Dun & Bradstreet position peaked at $1.05K in Q1 2024.
253 funds tracked by Wall St. Rank held Dun & Bradstreet as of Q4 2024.

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