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Wealthcare Advisory Partners’s Apogee Enterprises APOG Stock Holding History

Wealthcare Advisory Partners’s Portfolio APOG Stock Details APOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-100
Closed -$4K – 622
2021
Q1 		$4K Buy
+100
New +$3.78K ﹤0.01% 1680

Other funds holding APOG

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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Wealthcare Advisory Partners sold out of Apogee Enterprises (APOG) in Q2 2021, closing a stake of 100 shares — an estimated $4K sold.

Wealthcare Advisory Partners first reported a position in APOG in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 171 funds tracked by Wall St. Rank hold APOG as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Apogee Enterprises position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 100 Apogee Enterprises shares in Q2 2021, an estimated $4K.
  • Wealthcare Advisory Partners first reported a position in Apogee Enterprises in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Apogee Enterprises position peaked at $4K in Q1 2021.
  • 171 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2021.

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