WWP
TK icon

WR Wealth Planners’s Teekay TK Stock Holding History

WR Wealth Planners’s Portfolio TK Stock Details TK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$312 Buy
+45
New +$347 ﹤0.01% 1045
2024
Q3 		– Sell
-45
Closed -$404 – 1207
2024
Q2 		$404 Hold
45
– – ﹤0.01% 1039
2024
Q1 		$328 Buy
+45
New +$353 ﹤0.01% 1096

Other funds holding TK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

WR Wealth Planners opened a new position in Teekay (TK) in Q4 2024: 45 shares worth $312. The stake represents ﹤0.01% of the portfolio and ranks #1045 among its holdings. This is a return to the name: WR Wealth Planners previously reported a position in TK as recently as Q2 2024.

WR Wealth Planners first reported a position in TK in Q1 2024 and has held it in 3 quarters since. The position peaked at $404 in Q2 2024. 171 funds tracked by Wall St. Rank hold TK as of Q4 2024.

  • WR Wealth Planners held 45 shares of Teekay worth $312 as of Q4 2024.
  • Teekay was a new WR Wealth Planners position in Q4 2024.
  • Teekay made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1045 holding.
  • WR Wealth Planners first reported a position in Teekay in Q1 2024 and has held it in 3 quarters since.
  • WR Wealth Planners's Teekay position peaked at $404 in Q2 2024.
  • 171 funds tracked by Wall St. Rank held Teekay as of Q4 2024.

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