Financial Gravity Asset Management’s Wellcare Health Plans, Inc. WCG Stock Holding History

Financial Gravity Asset 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	-61	Closed	-$330K	–	1443
2019 Q4	$330K	Sell	61 -48	-44%	-$14.4K	0.23%	46
2019 Q3	$28K	Sell	109 -33	-23%	-$9.11K	0.02%	397
2019 Q2	$40K	Buy	142 +139	+4,633%	+$38.3K	0.03%	370
2019 Q1	$1K	Buy	+3	New	+$775	﹤0.01%	1277
2018 Q3	$107K	Buy	367 +358	+3,978%	+$102K	0.11%	207
2018 Q2	$3K	Sell	9 -209	-96%	-$45.5K	﹤0.01%	934
2018 Q1	$46K	Buy	+218	New	+$43.7K	0.05%	336

Other funds holding WCG

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

Financial Gravity Asset Management's WCG Position: Q1 2020 in Review

Financial Gravity Asset Management sold out of Wellcare Health Plans, Inc. (WCG) in Q1 2020, closing a stake of 61 shares — an estimated $330K sold.

Financial Gravity Asset Management first reported a position in WCG in Q1 2018 and held it in 7 quarters. The position peaked at $330K in Q4 2019. 2 funds tracked by Wall St. Rank hold WCG as of Q1 2020.

Financial Gravity Asset Management reported no remaining Wellcare Health Plans, Inc. position as of Q1 2020 after selling out during the quarter.
Financial Gravity Asset Management sold 61 Wellcare Health Plans, Inc. shares in Q1 2020, an estimated $330K.
Financial Gravity Asset Management first reported a position in Wellcare Health Plans, Inc. in Q1 2018 and held it in 7 quarters.
Financial Gravity Asset Management's Wellcare Health Plans, Inc. position peaked at $330K in Q4 2019.
2 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q1 2020.

Based on Financial Gravity Asset Management's 13F filing for Q1 2020, filed 12 May 2020.