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WR Wealth Planners’s SFL Corp SFL Stock Holding History

WR Wealth Planners’s Portfolio SFL Stock Details SFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.06K Buy
104
+47
+82% +$502 ﹤0.01% 924
2024
Q3 		$659 Hold
57
– – ﹤0.01% 1004
2024
Q2 		$791 Hold
57
– – ﹤0.01% 983
2024
Q1 		$751 Buy
+57
New +$717 ﹤0.01% 999

Other funds holding SFL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

WR Wealth Planners increased its SFL Corp (SFL) stake by 82% in Q4 2024, buying an estimated $502 and bringing the position to 104 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

WR Wealth Planners first reported a position in SFL in Q1 2024 and has held it in 4 quarters since. 205 funds tracked by Wall St. Rank hold SFL as of Q4 2024.

  • WR Wealth Planners held 104 shares of SFL Corp worth $1.06K as of Q4 2024.
  • WR Wealth Planners bought 47 SFL Corp shares in Q4 2024, an estimated $502.
  • SFL Corp made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #924 holding.
  • WR Wealth Planners first reported a position in SFL Corp in Q1 2024 and has held it in 4 quarters since.
  • 205 funds tracked by Wall St. Rank held SFL Corp as of Q4 2024.

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