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Wealthcare Advisory Partners’s Compass Diversified CODI Stock Holding History

Wealthcare Advisory Partners’s Portfolio CODI Stock Details CODI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-500
Closed -$12K – 793
2021
Q1 		$12K Buy
+500
New +$11.3K ﹤0.01% 1381

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UBS Group
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BHC
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Wealthcare Advisory Partners's CODI Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Compass Diversified (CODI) in Q2 2021, closing a stake of 500 shares — an estimated $12K sold.

Wealthcare Advisory Partners first reported a position in CODI in Q1 2021 and held it in 1 quarter. The position peaked at $12K in Q1 2021. 158 funds tracked by Wall St. Rank hold CODI as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Compass Diversified position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 500 Compass Diversified shares in Q2 2021, an estimated $12K.
  • Wealthcare Advisory Partners first reported a position in Compass Diversified in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Compass Diversified position peaked at $12K in Q1 2021.
  • 158 funds tracked by Wall St. Rank held Compass Diversified as of Q2 2021.

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