CWC
LHCG

Carolinas Wealth Consulting’s LHC Group LLC LHCG Stock Holding History

Carolinas Wealth Consulting’s Portfolio LHCG Stock Details LHCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-11
Closed -$2K – 1062
2020
Q3 		$2K Buy
+11
New +$2.17K ﹤0.01% 769

Other funds holding LHCG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Carolinas Wealth Consulting's LHCG Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of LHC Group LLC (LHCG) in Q4 2020, closing a stake of 11 shares — an estimated $2K sold.

Carolinas Wealth Consulting first reported a position in LHCG in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 365 funds tracked by Wall St. Rank hold LHCG as of Q4 2020.

  • Carolinas Wealth Consulting reported no remaining LHC Group LLC position as of Q4 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 11 LHC Group LLC shares in Q4 2020, an estimated $2K.
  • Carolinas Wealth Consulting first reported a position in LHC Group LLC in Q3 2020 and held it in 1 quarter.
  • Carolinas Wealth Consulting's LHC Group LLC position peaked at $2K in Q3 2020.
  • 365 funds tracked by Wall St. Rank held LHC Group LLC as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.