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WR Wealth Planners’s Leonardo DRS DRS Stock Holding History

WR Wealth Planners’s Portfolio DRS Stock Details DRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$16.2K Sell
500
-500
-50% -$16.2K 0.01% 519
2024
Q3 		$28.2K Hold
1,000
– – 0.01% 428
2024
Q2 		$25.5K Hold
1,000
– – 0.01% 412
2024
Q1 		$22.1K Buy
+1,000
New +$20.8K 0.01% 436
2023
Q4 		– Sell
-1,000
Closed -$16.7K – 360
2023
Q3 		$16.7K Hold
1,000
– – 0.01% 454
2023
Q2 		$17.3K Hold
1,000
– – 0.01% 455
2023
Q1 		$13K Buy
+1,000
New +$12.9K 0.01% 493

Other funds holding DRS

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

WR Wealth Planners reduced its Leonardo DRS (DRS) stake by 50% in Q4 2024, selling an estimated $16.2K and leaving 500 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #519.

WR Wealth Planners first reported a position in DRS in Q1 2023 and has held it in 7 quarters since. The position peaked at $28.2K in Q3 2024. 248 funds tracked by Wall St. Rank hold DRS as of Q4 2024.

  • WR Wealth Planners held 500 shares of Leonardo DRS worth $16.2K as of Q4 2024.
  • WR Wealth Planners sold 500 Leonardo DRS shares in Q4 2024, an estimated $16.2K.
  • Leonardo DRS made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #519 holding.
  • WR Wealth Planners first reported a position in Leonardo DRS in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Leonardo DRS position peaked at $28.2K in Q3 2024.
  • 248 funds tracked by Wall St. Rank held Leonardo DRS as of Q4 2024.

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