LWM
WCG

Liberty Wealth Management’s Wellcare Health Plans, Inc. WCG Stock Holding History

Liberty Wealth 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
-127
Closed -$42K – 1030
2019
Q4 		$42K Buy
+127
New +$38.1K 0.03% 280

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

Liberty Wealth Management's WCG Position: Q1 2020 in Review

Liberty Wealth Management sold out of Wellcare Health Plans, Inc. (WCG) in Q1 2020, closing a stake of 127 shares — an estimated $42K sold.

Liberty Wealth Management first reported a position in WCG in Q4 2019 and held it in 1 quarter. The position peaked at $42K in Q4 2019. 2 funds tracked by Wall St. Rank hold WCG as of Q1 2020.

  • Liberty Wealth Management reported no remaining Wellcare Health Plans, Inc. position as of Q1 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 127 Wellcare Health Plans, Inc. shares in Q1 2020, an estimated $42K.
  • Liberty Wealth Management first reported a position in Wellcare Health Plans, Inc. in Q4 2019 and held it in 1 quarter.
  • Liberty Wealth Management's Wellcare Health Plans, Inc. position peaked at $42K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q1 2020.

Based on Liberty Wealth Management's 13F filing for Q1 2020, filed 27 Apr 2020.