Wealthcare Advisory Partners’s Big Lots, Inc. BIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-376	Closed	-$26K	–	1966
2021 Q1	$26K	Buy	+376	New	+$22.5K	﹤0.01%	1112
2018 Q1	–	Sell	-50	Closed	-$3K	–	1270
2017 Q4	$3K	Buy	+50	New	+$2.71K	﹤0.01%	893

Other funds holding BIG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MRCM

Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Wealthcare Advisory Partners sold out of Big Lots, Inc. (BIG) in Q2 2021, closing a stake of 376 shares — an estimated $26K sold.

Wealthcare Advisory Partners first reported a position in BIG in Q4 2017 and held it in 2 quarters. The position peaked at $26K in Q1 2021. 272 funds tracked by Wall St. Rank hold BIG as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Big Lots, Inc. position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 376 Big Lots, Inc. shares in Q2 2021, an estimated $26K.
Wealthcare Advisory Partners first reported a position in Big Lots, Inc. in Q4 2017 and held it in 2 quarters.
Wealthcare Advisory Partners's Big Lots, Inc. position peaked at $26K in Q1 2021.
272 funds tracked by Wall St. Rank held Big Lots, Inc. as of Q2 2021.

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