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Wealthcare Advisory Partners’s Camden National CAC Stock Holding History

Wealthcare Advisory Partners’s Portfolio CAC Stock Details CAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-450
Closed -$22K – 736
2021
Q1 		$22K Buy
+450
New +$18.8K ﹤0.01% 1166

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

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

Wealthcare Advisory Partners sold out of Camden National (CAC) in Q2 2021, closing a stake of 450 shares — an estimated $22K sold.

Wealthcare Advisory Partners first reported a position in CAC in Q1 2021 and held it in 1 quarter. The position peaked at $22K in Q1 2021. 140 funds tracked by Wall St. Rank hold CAC as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Camden National position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 450 Camden National shares in Q2 2021, an estimated $22K.
  • Wealthcare Advisory Partners first reported a position in Camden National in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Camden National position peaked at $22K in Q1 2021.
  • 140 funds tracked by Wall St. Rank held Camden National as of Q2 2021.

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