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WR Wealth Planners’s Northern Trust NTRS Stock Holding History

WR Wealth Planners’s Portfolio NTRS Stock Details NTRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$9.94K Buy
97
+69
+246% +$7.05K ﹤0.01% 594
2024
Q3 		$2.52K Buy
+28
New +$2.45K ﹤0.01% 860

Other funds holding NTRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

WR Wealth Planners increased its Northern Trust (NTRS) stake by 246% in Q4 2024, buying an estimated $7.05K and bringing the position to 97 shares worth $9.94K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

WR Wealth Planners first reported a position in NTRS in Q3 2024 and has held it in 2 quarters since. 784 funds tracked by Wall St. Rank hold NTRS as of Q4 2024.

  • WR Wealth Planners held 97 shares of Northern Trust worth $9.94K as of Q4 2024.
  • WR Wealth Planners bought 69 Northern Trust shares in Q4 2024, an estimated $7.05K.
  • Northern Trust made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #594 holding.
  • WR Wealth Planners first reported a position in Northern Trust in Q3 2024 and has held it in 2 quarters since.
  • 784 funds tracked by Wall St. Rank held Northern Trust as of Q4 2024.

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