FMWA
WCG

Forvis Mazars Wealth Advisors’s Wellcare Health Plans, Inc. WCG Stock Holding History

Forvis Mazars Wealth Advisors’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
2019
Q2 		– Sell
-1,752
Closed -$473K – 269
2019
Q1 		$473K Buy
1,752
+75
+4% +$19.4K 0.04% 171
2018
Q4 		$396K Buy
1,677
+115
+7% +$30.8K 0.04% 159
2018
Q3 		$501K Buy
+1,562
New +$443K 0.04% 146

Other funds holding WCG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Forvis Mazars Wealth Advisors's WCG Position: Q2 2019 in Review

Forvis Mazars Wealth Advisors sold out of Wellcare Health Plans, Inc. (WCG) in Q2 2019, closing a stake of 1,752 shares — an estimated $473K sold.

Forvis Mazars Wealth Advisors first reported a position in WCG in Q3 2018 and held it in 3 quarters. The position peaked at $501K in Q3 2018. 446 funds tracked by Wall St. Rank hold WCG as of Q2 2019.

  • Forvis Mazars Wealth Advisors reported no remaining Wellcare Health Plans, Inc. position as of Q2 2019 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 1,752 Wellcare Health Plans, Inc. shares in Q2 2019, an estimated $473K.
  • Forvis Mazars Wealth Advisors first reported a position in Wellcare Health Plans, Inc. in Q3 2018 and held it in 3 quarters.
  • Forvis Mazars Wealth Advisors's Wellcare Health Plans, Inc. position peaked at $501K in Q3 2018.
  • 446 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q2 2019.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2019, filed 10 Jul 2019.