Wealth Enhancement Advisory Services
ADV icon

Wealth Enhancement Advisory Services’s Advantage Solutions ADV Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,806
Closed -$128K – 2344
2023
Q3 		$128K Buy
+1,806
New +$120K ﹤0.01% 2069

Other funds holding ADV

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
CCPV
CVC Capital Partners VI St Helier, Jersey $751M AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AP
Atairos Partners Bryn Mawr, Pennsylvania $35.2M AUM 32.88% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Enhancement Advisory Services's ADV Position: Q4 2023 in Review

Wealth Enhancement Advisory Services sold out of Advantage Solutions (ADV) in Q4 2023, closing a stake of 1,806 shares — an estimated $128K sold.

Wealth Enhancement Advisory Services first reported a position in ADV in Q3 2023 and held it in 1 quarter. The position peaked at $128K in Q3 2023. 111 funds tracked by Wall St. Rank hold ADV as of Q4 2023.

  • Wealth Enhancement Advisory Services reported no remaining Advantage Solutions position as of Q4 2023 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 1,806 Advantage Solutions shares in Q4 2023, an estimated $128K.
  • Wealth Enhancement Advisory Services first reported a position in Advantage Solutions in Q3 2023 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Advantage Solutions position peaked at $128K in Q3 2023.
  • 111 funds tracked by Wall St. Rank held Advantage Solutions as of Q4 2023.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2023, filed 30 Jan 2024.