WR Wealth Planners’s Canada Goose Holdings GOOS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-201	Closed	-$2.42K	–	1180
2024 Q1	$2.42K	Buy	+201	New	+$2.5K	﹤0.01%	842
2023 Q4	–	Sell	-136	Closed	-$1.99K	–	457
2023 Q3	$1.99K	Buy	+136	New	+$2.22K	﹤0.01%	777

Other funds holding GOOS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

PCM

Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SRAIM

Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada $1.39B AUM 42.31% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WR Wealth Planners's GOOS Position: Q2 2024 in Review

WR Wealth Planners sold out of Canada Goose Holdings (GOOS) in Q2 2024, closing a stake of 201 shares — an estimated $2.42K sold.

WR Wealth Planners first reported a position in GOOS in Q3 2023 and held it in 2 quarters. The position peaked at $2.42K in Q1 2024. 122 funds tracked by Wall St. Rank hold GOOS as of Q2 2024.

WR Wealth Planners reported no remaining Canada Goose Holdings position as of Q2 2024 after selling out during the quarter.
WR Wealth Planners sold 201 Canada Goose Holdings shares in Q2 2024, an estimated $2.42K.
WR Wealth Planners first reported a position in Canada Goose Holdings in Q3 2023 and held it in 2 quarters.
WR Wealth Planners's Canada Goose Holdings position peaked at $2.42K in Q1 2024.
122 funds tracked by Wall St. Rank held Canada Goose Holdings as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.