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WR Wealth Planners’s Landstar System LSTR Stock Holding History

WR Wealth Planners’s Portfolio LSTR Stock Details LSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2
Closed -$369 – 1184
2024
Q2 		$369 Hold
2
– – ﹤0.01% 1051
2024
Q1 		$386 Buy
+2
New +$380 ﹤0.01% 1060

Other funds holding LSTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WR Wealth Planners's LSTR Position: Q3 2024 in Review

WR Wealth Planners sold out of Landstar System (LSTR) in Q3 2024, closing a stake of 2 shares — an estimated $369 sold.

WR Wealth Planners first reported a position in LSTR in Q1 2024 and held it in 2 quarters. The position peaked at $386 in Q1 2024. 469 funds tracked by Wall St. Rank hold LSTR as of Q3 2024.

  • WR Wealth Planners reported no remaining Landstar System position as of Q3 2024 after selling out during the quarter.
  • WR Wealth Planners sold 2 Landstar System shares in Q3 2024, an estimated $369.
  • WR Wealth Planners first reported a position in Landstar System in Q1 2024 and held it in 2 quarters.
  • WR Wealth Planners's Landstar System position peaked at $386 in Q1 2024.
  • 469 funds tracked by Wall St. Rank held Landstar System as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.