WWP
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WR Wealth Planners’s Eagle Materials EXP Stock Holding History

WR Wealth Planners’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$247 Hold
1
– – ﹤0.01% 1057
2024
Q3 		$288 Sell
1
-1
-50% -$250 ﹤0.01% 1092
2024
Q2 		$435 Hold
2
– – ﹤0.01% 1029
2024
Q1 		$544 Buy
+2
New +$472 ﹤0.01% 1029

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

WR Wealth Planners held its Eagle Materials (EXP) position steady in Q4 2024 at 1 share worth $247. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

WR Wealth Planners first reported a position in EXP in Q1 2024 and has held it in 4 quarters since. The position peaked at $544 in Q1 2024. 491 funds tracked by Wall St. Rank hold EXP as of Q4 2024.

  • WR Wealth Planners held 1 share of Eagle Materials worth $247 as of Q4 2024.
  • WR Wealth Planners left its Eagle Materials share count unchanged in Q4 2024.
  • Eagle Materials made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1057 holding.
  • WR Wealth Planners first reported a position in Eagle Materials in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Eagle Materials position peaked at $544 in Q1 2024.
  • 491 funds tracked by Wall St. Rank held Eagle Materials as of Q4 2024.

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