Wealthcare Advisory Partners’s Donaldson DCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-17	Closed	-$1K	–	838
2021 Q1	$1K	Buy	+17	New	+$1.02K	﹤0.01%	1967
2020 Q2	–	Sell	-17	Closed	-$1K	–	534
2020 Q1	$1K	Hold	17	–	–	﹤0.01%	1375
2019 Q4	$1K	Hold	17	–	–	﹤0.01%	1309
2019 Q3	$1K	Hold	17	–	–	﹤0.01%	1275
2019 Q2	$1K	Hold	17	–	–	﹤0.01%	1238
2019 Q1	$1K	Hold	17	–	–	﹤0.01%	1143
2018 Q4	$1K	Hold	17	–	–	﹤0.01%	1129
2018 Q3	$1K	Hold	17	–	–	﹤0.01%	1167
2018 Q2	$1K	Buy	+17	New	+$785	﹤0.01%	1170

Other funds holding DCI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Wealthcare Advisory Partners sold out of Donaldson (DCI) in Q2 2021, closing a stake of 17 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in DCI in Q2 2018 and held it in 9 quarters. The position peaked at $1K in Q1 2021. 402 funds tracked by Wall St. Rank hold DCI as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Donaldson position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 17 Donaldson shares in Q2 2021, an estimated $1K.
Wealthcare Advisory Partners first reported a position in Donaldson in Q2 2018 and held it in 9 quarters.
Wealthcare Advisory Partners's Donaldson position peaked at $1K in Q1 2021.
402 funds tracked by Wall St. Rank held Donaldson as of Q2 2021.

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