GWAG
WCG

Garrett Wealth Advisory Group’s Wellcare Health Plans, Inc. WCG Stock Holding History

Garrett Wealth Advisory Group’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
Q4 		– Sell
-5
Closed -$1.3K – 740
2019
Q3 		$1.3K Buy
+5
New +$1.38K ﹤0.01% 664

Other funds holding WCG

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Garrett Wealth Advisory Group's WCG Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Wellcare Health Plans, Inc. (WCG) in Q4 2019, closing a stake of 5 shares — an estimated $1.3K sold.

Garrett Wealth Advisory Group first reported a position in WCG in Q3 2019 and held it in 1 quarter. The position peaked at $1.3K in Q3 2019. 444 funds tracked by Wall St. Rank hold WCG as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Wellcare Health Plans, Inc. position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 5 Wellcare Health Plans, Inc. shares in Q4 2019, an estimated $1.3K.
  • Garrett Wealth Advisory Group first reported a position in Wellcare Health Plans, Inc. in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Wellcare Health Plans, Inc. position peaked at $1.3K in Q3 2019.
  • 444 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.