WWP
REVG

WR Wealth Planners’s REV Group REVG Stock Holding History

WR Wealth Planners’s Portfolio REVG Stock Details REVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-100
Closed -$2.49K – 1196
2024
Q2 		$2.49K Hold
100
– – ﹤0.01% 844
2024
Q1 		$2.21K Buy
+100
New +$1.87K ﹤0.01% 861
2023
Q4 		– Sell
-100
Closed -$1.6K – 697
2023
Q3 		$1.6K Hold
100
– – ﹤0.01% 800
2023
Q2 		$1.33K Hold
100
– – ﹤0.01% 813
2023
Q1 		$1.2K Buy
+100
New +$1.25K ﹤0.01% 827

Other funds holding REVG

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AFCM
Alta Fox Capital Management Fort Worth, Texas $378M AUM 59.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

WR Wealth Planners sold out of REV Group (REVG) in Q3 2024, closing a stake of 100 shares — an estimated $2.49K sold.

WR Wealth Planners first reported a position in REVG in Q1 2023 and held it in 5 quarters. The position peaked at $2.49K in Q2 2024. 184 funds tracked by Wall St. Rank hold REVG as of Q3 2024.

  • WR Wealth Planners reported no remaining REV Group position as of Q3 2024 after selling out during the quarter.
  • WR Wealth Planners sold 100 REV Group shares in Q3 2024, an estimated $2.49K.
  • WR Wealth Planners first reported a position in REV Group in Q1 2023 and held it in 5 quarters.
  • WR Wealth Planners's REV Group position peaked at $2.49K in Q2 2024.
  • 184 funds tracked by Wall St. Rank held REV Group as of Q3 2024.

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