WR Wealth Planners’s Gerdau GGB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-32	Closed	-$133	–	926
2023 Q1	$133	Buy	+32	New	+$143	﹤0.01%	906

Other funds holding GGB

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

CCM

Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

WR Wealth Planners sold out of Gerdau (GGB) in Q2 2023, closing a stake of 32 shares — an estimated $133 sold.

WR Wealth Planners first reported a position in GGB in Q1 2023 and held it in 1 quarter. The position peaked at $133 in Q1 2023. 202 funds tracked by Wall St. Rank hold GGB as of Q2 2023.

WR Wealth Planners reported no remaining Gerdau position as of Q2 2023 after selling out during the quarter.
WR Wealth Planners sold 32 Gerdau shares in Q2 2023, an estimated $133.
WR Wealth Planners first reported a position in Gerdau in Q1 2023 and held it in 1 quarter.
WR Wealth Planners's Gerdau position peaked at $133 in Q1 2023.
202 funds tracked by Wall St. Rank held Gerdau as of Q2 2023.

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