Wealthcare Advisory Partners’s Equity Residential EQR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-13	Closed	-$1K	–	926
2021 Q1	$1K	Buy	+13	New	+$861	﹤0.01%	1974
2018 Q1	–	Sell	-22	Closed	-$1K	–	1122
2017 Q4	$1K	Buy	+22	New	+$1.47K	﹤0.01%	983

Other funds holding EQR

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wealthcare Advisory Partners sold out of Equity Residential (EQR) in Q2 2021, closing a stake of 13 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in EQR in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 591 funds tracked by Wall St. Rank hold EQR as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Equity Residential position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 13 Equity Residential shares in Q2 2021, an estimated $1K.
Wealthcare Advisory Partners first reported a position in Equity Residential in Q4 2017 and held it in 2 quarters.
Wealthcare Advisory Partners's Equity Residential position peaked at $1K in Q1 2021.
591 funds tracked by Wall St. Rank held Equity Residential as of Q2 2021.

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