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Wealthcare Advisory Partners’s Donegal Group Class A DGICA Stock Holding History

Wealthcare Advisory Partners’s Portfolio DGICA Stock Details DGICA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-142
Closed -$2K – 848
2021
Q1 		$2K Buy
+142
New +$2.03K ﹤0.01% 1857

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ORIO
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KCM
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
DRZID
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wealthcare Advisory Partners sold out of Donegal Group Class A (DGICA) in Q2 2021, closing a stake of 142 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in DGICA in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 86 funds tracked by Wall St. Rank hold DGICA as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Donegal Group Class A position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 142 Donegal Group Class A shares in Q2 2021, an estimated $2K.
  • Wealthcare Advisory Partners first reported a position in Donegal Group Class A in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Donegal Group Class A position peaked at $2K in Q1 2021.
  • 86 funds tracked by Wall St. Rank held Donegal Group Class A as of Q2 2021.

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