Wealthcare Advisory Partners’s Ericsson ERIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-327	Closed	-$4K	–	928
2021 Q1	$4K	Buy	+327	New	+$4.16K	﹤0.01%	1699
2019 Q1	–	Sell	-340	Closed	-$3K	–	1228
2018 Q4	$3K	Hold	340	–	–	﹤0.01%	1018
2018 Q3	$3K	Hold	340	–	–	﹤0.01%	1068
2018 Q2	$3K	Hold	340	–	–	﹤0.01%	1061
2018 Q1	$2K	Hold	340	–	–	﹤0.01%	954
2017 Q4	$2K	Hold	340	–	–	﹤0.01%	915
2017 Q3	$2K	Buy	+340	New	+$2.1K	﹤0.01%	762

Other funds holding ERIC

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wealthcare Advisory Partners sold out of Ericsson (ERIC) in Q2 2021, closing a stake of 327 shares — an estimated $4K sold.

Wealthcare Advisory Partners first reported a position in ERIC in Q3 2017 and held it in 7 quarters. The position peaked at $4K in Q1 2021. 378 funds tracked by Wall St. Rank hold ERIC as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Ericsson position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 327 Ericsson shares in Q2 2021, an estimated $4K.
Wealthcare Advisory Partners first reported a position in Ericsson in Q3 2017 and held it in 7 quarters.
Wealthcare Advisory Partners's Ericsson position peaked at $4K in Q1 2021.
378 funds tracked by Wall St. Rank held Ericsson as of Q2 2021.

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