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Wealthcare Advisory Partners’s Eagle Materials EXP Stock Holding History

Wealthcare Advisory Partners’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,417
Closed -$408K – 900
2024
Q3 		$408K Sell
1,417
-14
-1% -$3.5K 0.01% 615
2024
Q2 		$311K Buy
1,431
+154
+12% +$37.7K 0.01% 664
2024
Q1 		$347K Buy
1,277
+45
+4% +$10.6K 0.01% 628
2023
Q4 		$250K Hold
1,232
– – 0.01% 656
2023
Q3 		$205K Buy
1,232
+110
+10% +$20K 0.01% 652
2023
Q2 		$209K Buy
+1,122
New +$179K 0.01% 667

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Wealthcare Advisory Partners's EXP Position: Q4 2024 in Review

Wealthcare Advisory Partners sold out of Eagle Materials (EXP) in Q4 2024, closing a stake of 1,417 shares — an estimated $408K sold.

Wealthcare Advisory Partners first reported a position in EXP in Q2 2023 and held it in 6 quarters. The position peaked at $408K in Q3 2024. 491 funds tracked by Wall St. Rank hold EXP as of Q4 2024.

  • Wealthcare Advisory Partners reported no remaining Eagle Materials position as of Q4 2024 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,417 Eagle Materials shares in Q4 2024, an estimated $408K.
  • Wealthcare Advisory Partners first reported a position in Eagle Materials in Q2 2023 and held it in 6 quarters.
  • Wealthcare Advisory Partners's Eagle Materials position peaked at $408K in Q3 2024.
  • 491 funds tracked by Wall St. Rank held Eagle Materials as of Q4 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2024, filed 15 Jan 2025.