WAP
DHIL

Wealthcare Advisory Partners’s Diamond Hill DHIL Stock Holding History

Wealthcare Advisory Partners’s Portfolio DHIL Stock Details DHIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-210
Closed -$19K – 551
2020
Q1 		$19K Hold
210
– – ﹤0.01% 746
2019
Q4 		$29K Hold
210
– – ﹤0.01% 659
2019
Q3 		$29K Buy
210
+10
+5% +$1.36K ﹤0.01% 657
2019
Q2 		$28K Hold
200
– – ﹤0.01% 638
2019
Q1 		$28K Buy
+200
New +$29.6K ﹤0.01% 579

Other funds holding DHIL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealthcare Advisory Partners's DHIL Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of Diamond Hill (DHIL) in Q2 2020, closing a stake of 210 shares — an estimated $19K sold.

Wealthcare Advisory Partners first reported a position in DHIL in Q1 2019 and held it in 5 quarters. The position peaked at $29K in Q4 2019. 102 funds tracked by Wall St. Rank hold DHIL as of Q2 2020.

  • Wealthcare Advisory Partners reported no remaining Diamond Hill position as of Q2 2020 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 210 Diamond Hill shares in Q2 2020, an estimated $19K.
  • Wealthcare Advisory Partners first reported a position in Diamond Hill in Q1 2019 and held it in 5 quarters.
  • Wealthcare Advisory Partners's Diamond Hill position peaked at $29K in Q4 2019.
  • 102 funds tracked by Wall St. Rank held Diamond Hill as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.