IWS
WCG

Insight Wealth Strategies’s Wellcare Health Plans, Inc. WCG Stock Holding History

Insight Wealth Strategies’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
-6,349
Closed -$2.1M – 206
2019
Q4 		$2.1M Sell
6,349
-12
-0.2% -$3.6K 0.44% 39
2019
Q3 		$1.65M Buy
6,361
+754
+13% +$208K 0.39% 52
2019
Q2 		$1.6M Buy
5,607
+290
+5% +$80K 0.39% 46
2019
Q1 		$1.43M Buy
5,317
+242
+5% +$62.5K 0.4% 51
2018
Q4 		$1.2M Buy
+5,075
New +$1.36M 0.37% 44

Other funds holding WCG

GT
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

Insight Wealth Strategies's WCG Position: Q1 2020 in Review

Insight Wealth Strategies sold out of Wellcare Health Plans, Inc. (WCG) in Q1 2020, closing a stake of 6,349 shares — an estimated $2.1M sold.

Insight Wealth Strategies first reported a position in WCG in Q4 2018 and held it in 5 quarters. The position peaked at $2.1M in Q4 2019. 2 funds tracked by Wall St. Rank hold WCG as of Q1 2020.

  • Insight Wealth Strategies reported no remaining Wellcare Health Plans, Inc. position as of Q1 2020 after selling out during the quarter.
  • Insight Wealth Strategies sold 6,349 Wellcare Health Plans, Inc. shares in Q1 2020, an estimated $2.1M.
  • Insight Wealth Strategies first reported a position in Wellcare Health Plans, Inc. in Q4 2018 and held it in 5 quarters.
  • Insight Wealth Strategies's Wellcare Health Plans, Inc. position peaked at $2.1M in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q1 2020.

Based on Insight Wealth Strategies's 13F filing for Q1 2020, filed 21 Apr 2020.