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ShoreHaven Wealth Partners’s WisdomTree Cloud Computing Fund WCLD Stock Holding History

ShoreHaven Wealth Partners’s Portfolio WCLD Stock Details WCLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,000
Closed -$48K – 254
2021
Q1 		$48K Hold
1,000
– – 0.03% 119
2020
Q4 		$54K Buy
+1,000
New +$47.7K 0.03% 103

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AFG
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KHLMVGHM
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BWM
Bulltick Wealth Management Miami, Florida $490M AUM 12.12% 1-Year Est. Return
Osaic Holdings
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PWS
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ShoreHaven Wealth Partners's WCLD Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of WisdomTree Cloud Computing Fund (WCLD) in Q2 2021, closing a stake of 1,000 shares — an estimated $48K sold.

ShoreHaven Wealth Partners first reported a position in WCLD in Q4 2020 and held it in 2 quarters. The position peaked at $54K in Q4 2020. 180 funds tracked by Wall St. Rank hold WCLD as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining WisdomTree Cloud Computing Fund position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 1,000 WisdomTree Cloud Computing Fund shares in Q2 2021, an estimated $48K.
  • ShoreHaven Wealth Partners first reported a position in WisdomTree Cloud Computing Fund in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's WisdomTree Cloud Computing Fund position peaked at $54K in Q4 2020.
  • 180 funds tracked by Wall St. Rank held WisdomTree Cloud Computing Fund as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.