WWP
GAP

WR Wealth Planners’s The Gap Inc GAP Stock Holding History

WR Wealth Planners’s Portfolio GAP Stock Details GAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$12.5K Buy
531
+17
+3% +$388 ﹤0.01% 560
2024
Q3 		$11.3K Sell
514
-15
-3% -$333 ﹤0.01% 603
2024
Q2 		$12.6K Buy
529
+15
+3% +$349 ﹤0.01% 547
2024
Q1 		$14.2K Buy
+514
New +$10.8K ﹤0.01% 519
2023
Q4 		– Sell
-500
Closed -$5.32K – 892
2023
Q3 		$5.32K Buy
+500
New +$5.1K ﹤0.01% 670

Other funds holding GAP

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

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

WR Wealth Planners increased its The Gap Inc (GAP) stake by 3.3% in Q4 2024, buying an estimated $388 and bringing the position to 531 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

WR Wealth Planners first reported a position in GAP in Q3 2023 and has held it in 5 quarters since. The position peaked at $14.2K in Q1 2024. 464 funds tracked by Wall St. Rank hold GAP as of Q4 2024.

  • WR Wealth Planners held 531 shares of The Gap Inc worth $12.5K as of Q4 2024.
  • WR Wealth Planners bought 17 The Gap Inc shares in Q4 2024, an estimated $388.
  • The Gap Inc made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #560 holding.
  • WR Wealth Planners first reported a position in The Gap Inc in Q3 2023 and has held it in 5 quarters since.
  • WR Wealth Planners's The Gap Inc position peaked at $14.2K in Q1 2024.
  • 464 funds tracked by Wall St. Rank held The Gap Inc as of Q4 2024.

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