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Wealthcare Advisory Partners’s Five Below FIVE Stock Holding History

Wealthcare Advisory Partners’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-8
Closed -$1K – 1133
2017
Q4 		$1K Buy
+8
New +$480 ﹤0.01% 989

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WA
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RP
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Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthcare Advisory Partners's FIVE Position: Q1 2018 in Review

Wealthcare Advisory Partners sold out of Five Below (FIVE) in Q1 2018, closing a stake of 8 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in FIVE in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 338 funds tracked by Wall St. Rank hold FIVE as of Q1 2018.

  • Wealthcare Advisory Partners reported no remaining Five Below position as of Q1 2018 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 8 Five Below shares in Q1 2018, an estimated $1K.
  • Wealthcare Advisory Partners first reported a position in Five Below in Q4 2017 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Five Below position peaked at $1K in Q4 2017.
  • 338 funds tracked by Wall St. Rank held Five Below as of Q1 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2018, filed 15 May 2018.