Wealthcare Advisory Partners’s Factset FDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-17	Closed	-$5K	–	968
2021 Q1	$5K	Buy	+17	New	+$5.38K	﹤0.01%	1643
2018 Q4	–	Sell	-45	Closed	-$10K	–	1219
2018 Q3	$10K	Hold	45	–	–	﹤0.01%	838
2018 Q2	$9K	Hold	45	–	–	﹤0.01%	858
2018 Q1	$9K	Sell	45 -37	-45%	-$7.47K	﹤0.01%	745
2017 Q4	$16K	Buy	+82	New	+$15.7K	﹤0.01%	577

Other funds holding FDS

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wealthcare Advisory Partners sold out of Factset (FDS) in Q2 2021, closing a stake of 17 shares — an estimated $5K sold.

Wealthcare Advisory Partners first reported a position in FDS in Q4 2017 and held it in 5 quarters. The position peaked at $16K in Q4 2017. 595 funds tracked by Wall St. Rank hold FDS as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Factset position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 17 Factset shares in Q2 2021, an estimated $5K.
Wealthcare Advisory Partners first reported a position in Factset in Q4 2017 and held it in 5 quarters.
Wealthcare Advisory Partners's Factset position peaked at $16K in Q4 2017.
595 funds tracked by Wall St. Rank held Factset as of Q2 2021.

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