WR Wealth Planners’s Ralph Lauren RL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$693	Hold	3	–	–	﹤0.01%	962
2024 Q3	$582	Hold	3	–	–	﹤0.01%	1018
2024 Q2	$525	Buy	3 +1	+50%	+$173	﹤0.01%	1013
2024 Q1	$376	Buy	+2	New	+$331	﹤0.01%	1065

Other funds holding RL

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

WR Wealth Planners held its Ralph Lauren (RL) position steady in Q4 2024 at 3 shares worth $693. The position accounts for ﹤0.01% of the portfolio, ranked #962.

WR Wealth Planners first reported a position in RL in Q1 2024 and has held it in 4 quarters since. 561 funds tracked by Wall St. Rank hold RL as of Q4 2024.

WR Wealth Planners held 3 shares of Ralph Lauren worth $693 as of Q4 2024.
WR Wealth Planners left its Ralph Lauren share count unchanged in Q4 2024.
Ralph Lauren made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #962 holding.
WR Wealth Planners first reported a position in Ralph Lauren in Q1 2024 and has held it in 4 quarters since.
561 funds tracked by Wall St. Rank held Ralph Lauren as of Q4 2024.

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