WAP
DTP

Wealthcare Advisory Partners’s DTE Energy Company 2019 Corporate Units DTP Stock Holding History

Wealthcare Advisory Partners’s Portfolio DTP Stock Details DTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-500
Closed -$25K – 2034
2021
Q1 		$25K Buy
+500
New +$23.8K ﹤0.01% 1132

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Ameriprise
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BlackRock
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Capital World Investors
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Victory Capital Management
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D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
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Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

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

Wealthcare Advisory Partners sold out of DTE Energy Company 2019 Corporate Units (DTP) in Q2 2021, closing a stake of 500 shares — an estimated $25K sold.

Wealthcare Advisory Partners first reported a position in DTP in Q1 2021 and held it in 1 quarter. The position peaked at $25K in Q1 2021. 55 funds tracked by Wall St. Rank hold DTP as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining DTE Energy Company 2019 Corporate Units position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 500 DTE Energy Company 2019 Corporate Units shares in Q2 2021, an estimated $25K.
  • Wealthcare Advisory Partners first reported a position in DTE Energy Company 2019 Corporate Units in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's DTE Energy Company 2019 Corporate Units position peaked at $25K in Q1 2021.
  • 55 funds tracked by Wall St. Rank held DTE Energy Company 2019 Corporate Units as of Q2 2021.

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