AWM
WCG

Avior Wealth Management’s Wellcare Health Plans, Inc. WCG Stock Holding History

Avior Wealth Management’s Portfolio WCG Stock Details WCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2
Closed – – 938
2019
Q4 		$0 Hold
2
– – ﹤0.01% 907
2019
Q3 		$0 Hold
2
– – ﹤0.01% 911
2019
Q2 		$1K Buy
+2
New +$551 ﹤0.01% 831

Other funds holding WCG

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
JGGDR
JGP Global Gestao de Recursos Rio De Janeiro, Brazil $45.3M AUM 42.75% 1-Year Est. Return

Avior Wealth Management's WCG Position: Q1 2020 in Review

Avior Wealth Management sold out of Wellcare Health Plans, Inc. (WCG) in Q1 2020, closing a stake of 2 shares.

Avior Wealth Management first reported a position in WCG in Q2 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 2 funds tracked by Wall St. Rank hold WCG as of Q1 2020.

  • Avior Wealth Management reported no remaining Wellcare Health Plans, Inc. position as of Q1 2020 after selling out during the quarter.
  • Avior Wealth Management sold 2 Wellcare Health Plans, Inc. shares in Q1 2020.
  • Avior Wealth Management first reported a position in Wellcare Health Plans, Inc. in Q2 2019 and held it in 3 quarters.
  • Avior Wealth Management's Wellcare Health Plans, Inc. position peaked at $1K in Q2 2019.
  • 2 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q1 2020.

Based on Avior Wealth Management's 13F filing for Q1 2020, filed 1 Apr 2020.