WR Wealth Planners’s Transocean RIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$758	Hold	202	–	–	﹤0.01%	954
2024 Q3	$859	Hold	202	–	–	﹤0.01%	985
2024 Q2	$1.08K	Sell	202 -13	-6%	-$75	﹤0.01%	948
2024 Q1	$1.35K	Buy	+215	New	+$1.17K	﹤0.01%	932
2023 Q4	–	Sell	-215	Closed	-$1.76K	–	704
2023 Q3	$1.76K	Hold	215	–	–	﹤0.01%	790
2023 Q2	$1.51K	Hold	215	–	–	﹤0.01%	801
2023 Q1	$1.37K	Hold	215	–	–	﹤0.01%	817
2022 Q4	$980	Hold	215	–	–	﹤0.01%	434
2022 Q3	$531	Hold	215	–	–	﹤0.01%	438
2022 Q2	$716	Sell	215 -100	-32%	-$405	﹤0.01%	468
2022 Q1	$1.44K	Buy	+315	New	+$1.2K	﹤0.01%	450

Other funds holding RIG

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

PGA

Pilgrim Global Advisors Reno, Nevada $772M AUM 51.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

WR Wealth Planners held its Transocean (RIG) position steady in Q4 2024 at 202 shares worth $758. The position accounts for ﹤0.01% of the portfolio, ranked #954.

WR Wealth Planners first reported a position in RIG in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.76K in Q3 2023. 446 funds tracked by Wall St. Rank hold RIG as of Q4 2024.

WR Wealth Planners held 202 shares of Transocean worth $758 as of Q4 2024.
WR Wealth Planners left its Transocean share count unchanged in Q4 2024.
Transocean made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #954 holding.
WR Wealth Planners first reported a position in Transocean in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Transocean position peaked at $1.76K in Q3 2023.
446 funds tracked by Wall St. Rank held Transocean as of Q4 2024.

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