WR Wealth Planners’s Park Aerospace PKE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-916	Closed	-$12.3K	–	961
2023 Q1	$12.3K	Buy	+916	New	+$12.9K	0.01%	504

Other funds holding PKE

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

BMO

Beck Mack & Oliver New York $4.85B AUM 9.66% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

WR Wealth Planners sold out of Park Aerospace (PKE) in Q2 2023, closing a stake of 916 shares — an estimated $12.3K sold.

WR Wealth Planners first reported a position in PKE in Q1 2023 and held it in 1 quarter. The position peaked at $12.3K in Q1 2023. 97 funds tracked by Wall St. Rank hold PKE as of Q2 2023.

WR Wealth Planners reported no remaining Park Aerospace position as of Q2 2023 after selling out during the quarter.
WR Wealth Planners sold 916 Park Aerospace shares in Q2 2023, an estimated $12.3K.
WR Wealth Planners first reported a position in Park Aerospace in Q1 2023 and held it in 1 quarter.
WR Wealth Planners's Park Aerospace position peaked at $12.3K in Q1 2023.
97 funds tracked by Wall St. Rank held Park Aerospace as of Q2 2023.

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