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WR Wealth Planners’s Reddit RDDT Stock Holding History

WR Wealth Planners’s Portfolio RDDT Stock Details RDDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-20
Closed -$986 – 1226
2024
Q1 		$986 Buy
+20
New +$1.09K ﹤0.01% 970

Other funds holding RDDT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VM
Valor Management Chicago, Illinois $181M AUM 6.67% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

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

WR Wealth Planners sold out of Reddit (RDDT) in Q2 2024, closing a stake of 20 shares — an estimated $986 sold.

WR Wealth Planners first reported a position in RDDT in Q1 2024 and held it in 1 quarter. The position peaked at $986 in Q1 2024. 180 funds tracked by Wall St. Rank hold RDDT as of Q2 2024.

  • WR Wealth Planners reported no remaining Reddit position as of Q2 2024 after selling out during the quarter.
  • WR Wealth Planners sold 20 Reddit shares in Q2 2024, an estimated $986.
  • WR Wealth Planners first reported a position in Reddit in Q1 2024 and held it in 1 quarter.
  • WR Wealth Planners's Reddit position peaked at $986 in Q1 2024.
  • 180 funds tracked by Wall St. Rank held Reddit as of Q2 2024.

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