WR Wealth Planners’s Flowserve FLS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-276	Closed	-$9.38K	–	922
2023 Q1	$9.38K	Buy	+276	New	+$9.24K	﹤0.01%	572

Other funds holding FLS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

WR Wealth Planners sold out of Flowserve (FLS) in Q2 2023, closing a stake of 276 shares — an estimated $9.38K sold.

WR Wealth Planners first reported a position in FLS in Q1 2023 and held it in 1 quarter. The position peaked at $9.38K in Q1 2023. 311 funds tracked by Wall St. Rank hold FLS as of Q2 2023.

WR Wealth Planners reported no remaining Flowserve position as of Q2 2023 after selling out during the quarter.
WR Wealth Planners sold 276 Flowserve shares in Q2 2023, an estimated $9.38K.
WR Wealth Planners first reported a position in Flowserve in Q1 2023 and held it in 1 quarter.
WR Wealth Planners's Flowserve position peaked at $9.38K in Q1 2023.
311 funds tracked by Wall St. Rank held Flowserve as of Q2 2023.

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