Wealthcare Advisory Partners’s Elme Communities ELME Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-500	Closed	-$11K	–	901
2021 Q1	$11K	Buy	+500	New	+$11.4K	﹤0.01%	1416
2020 Q1	–	Sell	-97	Closed	-$3K	–	1503
2019 Q4	$3K	Hold	97	–	–	﹤0.01%	1191
2019 Q3	$3K	Hold	97	–	–	﹤0.01%	1143
2019 Q2	$3K	Hold	97	–	–	﹤0.01%	1135
2019 Q1	$3K	Hold	97	–	–	﹤0.01%	1036
2018 Q4	$2K	Hold	97	–	–	﹤0.01%	1069
2018 Q3	$3K	Hold	97	–	–	﹤0.01%	1067
2018 Q2	$3K	Hold	97	–	–	﹤0.01%	1059
2018 Q1	$3K	Hold	97	–	–	﹤0.01%	909
2017 Q4	$3K	Hold	97	–	–	﹤0.01%	868
2017 Q3	$3K	Buy	+97	New	+$3.16K	﹤0.01%	721

Other funds holding ELME

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Wealthcare Advisory Partners sold out of Elme Communities (ELME) in Q2 2021, closing a stake of 500 shares — an estimated $11K sold.

Wealthcare Advisory Partners first reported a position in ELME in Q3 2017 and held it in 11 quarters. The position peaked at $11K in Q1 2021. 200 funds tracked by Wall St. Rank hold ELME as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Elme Communities position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 500 Elme Communities shares in Q2 2021, an estimated $11K.
Wealthcare Advisory Partners first reported a position in Elme Communities in Q3 2017 and held it in 11 quarters.
Wealthcare Advisory Partners's Elme Communities position peaked at $11K in Q1 2021.
200 funds tracked by Wall St. Rank held Elme Communities as of Q2 2021.

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