WR Wealth Planners’s Sterling Infrastructure STRL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$101K	Sell	602 -100	-14%	-$17.3K	0.03%	233
2024 Q3	$102K	Hold	702	–	–	0.03%	262
2024 Q2	$83.1K	Sell	702 -201	-22%	-$22.9K	0.03%	268
2024 Q1	$99.6K	Buy	+903	New	+$82K	0.03%	257
2023 Q4	–	Sell	-900	Closed	-$66.1K	–	775
2023 Q3	$66.1K	Hold	900	–	–	0.03%	291
2023 Q2	$50.2K	Hold	900	–	–	0.02%	314
2023 Q1	$34.1K	Buy	+900	New	+$32.9K	0.01%	374

Other funds holding STRL

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

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

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

WR Wealth Planners reduced its Sterling Infrastructure (STRL) stake by 14% in Q4 2024, selling an estimated $17.3K and leaving 602 shares worth $101K. The position accounts for 0.03% of the portfolio, ranked #233.

WR Wealth Planners first reported a position in STRL in Q1 2023 and has held it in 7 quarters since. The position peaked at $102K in Q3 2024. 445 funds tracked by Wall St. Rank hold STRL as of Q4 2024.

WR Wealth Planners held 602 shares of Sterling Infrastructure worth $101K as of Q4 2024.
WR Wealth Planners sold 100 Sterling Infrastructure shares in Q4 2024, an estimated $17.3K.
Sterling Infrastructure made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #233 holding.
WR Wealth Planners first reported a position in Sterling Infrastructure in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Sterling Infrastructure position peaked at $102K in Q3 2024.
445 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q4 2024.

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