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WR Wealth Planners’s Eagle Bancorp Montana EBMT Stock Holding History

WR Wealth Planners’s Portfolio EBMT Stock Details EBMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-91
Closed -$1.28K – 916
2023
Q1 		$1.28K Buy
+91
New +$1.5K ﹤0.01% 824

Other funds holding EBMT

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
BAM
Bullseye Asset Management Denver, Colorado $173M AUM 9.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WR Wealth Planners's EBMT Position: Q2 2023 in Review

WR Wealth Planners sold out of Eagle Bancorp Montana (EBMT) in Q2 2023, closing a stake of 91 shares — an estimated $1.28K sold.

WR Wealth Planners first reported a position in EBMT in Q1 2023 and held it in 1 quarter. The position peaked at $1.28K in Q1 2023. 48 funds tracked by Wall St. Rank hold EBMT as of Q2 2023.

  • WR Wealth Planners reported no remaining Eagle Bancorp Montana position as of Q2 2023 after selling out during the quarter.
  • WR Wealth Planners sold 91 Eagle Bancorp Montana shares in Q2 2023, an estimated $1.28K.
  • WR Wealth Planners first reported a position in Eagle Bancorp Montana in Q1 2023 and held it in 1 quarter.
  • WR Wealth Planners's Eagle Bancorp Montana position peaked at $1.28K in Q1 2023.
  • 48 funds tracked by Wall St. Rank held Eagle Bancorp Montana as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.