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WR Wealth Planners’s Photronics PLAB Stock Holding History

WR Wealth Planners’s Portfolio PLAB Stock Details PLAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$330 Hold
14
– – ﹤0.01% 1036
2024
Q3 		$347 Hold
14
– – ﹤0.01% 1074
2024
Q2 		$345 Hold
14
– – ﹤0.01% 1064
2024
Q1 		$396 Buy
+14
New +$417 ﹤0.01% 1056

Other funds holding PLAB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

WR Wealth Planners held its Photronics (PLAB) position steady in Q4 2024 at 14 shares worth $330. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

WR Wealth Planners first reported a position in PLAB in Q1 2024 and has held it in 4 quarters since. The position peaked at $396 in Q1 2024. 261 funds tracked by Wall St. Rank hold PLAB as of Q4 2024.

  • WR Wealth Planners held 14 shares of Photronics worth $330 as of Q4 2024.
  • WR Wealth Planners left its Photronics share count unchanged in Q4 2024.
  • Photronics made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1036 holding.
  • WR Wealth Planners first reported a position in Photronics in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Photronics position peaked at $396 in Q1 2024.
  • 261 funds tracked by Wall St. Rank held Photronics as of Q4 2024.

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