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AJ Wealth Strategies’s SelectQuote SLQT Stock Holding History

AJ Wealth Strategies’s Portfolio SLQT Stock Details SLQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-17,801
Closed -$369K – 265
2020
Q4 		$369K Buy
+17,801
New +$366K 0.03% 170

Other funds holding SLQT

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Summit Partners Public Asset Management
Summit Partners Public Asset Management Boston, Massachusetts $5.69B AUM 259.25% 1-Year Est. Return

AJ Wealth Strategies's SLQT Position: Q1 2021 in Review

AJ Wealth Strategies sold out of SelectQuote (SLQT) in Q1 2021, closing a stake of 17,801 shares — an estimated $369K sold.

AJ Wealth Strategies first reported a position in SLQT in Q4 2020 and held it in 1 quarter. The position peaked at $369K in Q4 2020. 168 funds tracked by Wall St. Rank hold SLQT as of Q1 2021.

  • AJ Wealth Strategies reported no remaining SelectQuote position as of Q1 2021 after selling out during the quarter.
  • AJ Wealth Strategies sold 17,801 SelectQuote shares in Q1 2021, an estimated $369K.
  • AJ Wealth Strategies first reported a position in SelectQuote in Q4 2020 and held it in 1 quarter.
  • AJ Wealth Strategies's SelectQuote position peaked at $369K in Q4 2020.
  • 168 funds tracked by Wall St. Rank held SelectQuote as of Q1 2021.

Based on AJ Wealth Strategies's 13F filing for Q1 2021, filed 6 May 2021.