Wealthcare Advisory Partners’s Adams Diversified Equity Fund ADX Stock Holding History

Wealthcare Advisory Partners’s Portfolio ADX Stock Details ADX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-3,839	Closed	-$70K	–	570
2021 Q1	$70K	Buy	+3,839	New	+$68.2K	0.01%	776
2020 Q2	–	Sell	-3,269	Closed	-$41K	–	337
2020 Q1	$41K	Sell	3,269 -2,168	-40%	-$32.3K	0.01%	551
2019 Q4	$86K	Buy	5,437 +2,917	+116%	+$46.4K	0.01%	429
2019 Q3	$40K	Sell	2,520 -349	-12%	-$5.47K	0.01%	580
2019 Q2	$44K	Buy	2,869 +2	+0.1%	+$30	0.01%	536
2019 Q1	$41K	Buy	2,867 +2	+0.1%	+$28	0.01%	511
2018 Q4	$36K	Buy	2,865 +913	+47%	+$13.4K	0.01%	497
2018 Q3	$33K	Buy	1,952 +511	+35%	+$8.26K	0.01%	555
2018 Q2	$22K	Buy	1,441 +241	+20%	+$3.66K	﹤0.01%	647
2018 Q1	$18K	Buy	+1,200	New	+$18.4K	﹤0.01%	598

Other funds holding ADX

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wealthcare Advisory Partners's ADX Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Adams Diversified Equity Fund (ADX) in Q2 2021, closing a stake of 3,839 shares — an estimated $70K sold.

Wealthcare Advisory Partners first reported a position in ADX in Q1 2018 and held it in 10 quarters. The position peaked at $86K in Q4 2019. 139 funds tracked by Wall St. Rank hold ADX as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Adams Diversified Equity Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 3,839 Adams Diversified Equity Fund shares in Q2 2021, an estimated $70K.
Wealthcare Advisory Partners first reported a position in Adams Diversified Equity Fund in Q1 2018 and held it in 10 quarters.
Wealthcare Advisory Partners's Adams Diversified Equity Fund position peaked at $86K in Q4 2019.
139 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2021.

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