IWP
WCG

Icon Wealth Partners’s Wellcare Health Plans, Inc. WCG Stock Holding History

Icon Wealth Partners’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
-112
Closed -$30K – 884
2019
Q1 		$30K Buy
+112
New +$28.9K 0.01% 472

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Icon Wealth Partners's WCG Position: Q2 2019 in Review

Icon Wealth Partners sold out of Wellcare Health Plans, Inc. (WCG) in Q2 2019, closing a stake of 112 shares — an estimated $30K sold.

Icon Wealth Partners first reported a position in WCG in Q1 2019 and held it in 1 quarter. The position peaked at $30K in Q1 2019. 445 funds tracked by Wall St. Rank hold WCG as of Q2 2019.

  • Icon Wealth Partners reported no remaining Wellcare Health Plans, Inc. position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 112 Wellcare Health Plans, Inc. shares in Q2 2019, an estimated $30K.
  • Icon Wealth Partners first reported a position in Wellcare Health Plans, Inc. in Q1 2019 and held it in 1 quarter.
  • Icon Wealth Partners's Wellcare Health Plans, Inc. position peaked at $30K in Q1 2019.
  • 445 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.