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Wealthcare Advisory Partners’s FS Bancorp FSBW Stock Holding History

Wealthcare Advisory Partners’s Portfolio FSBW Stock Details FSBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,600
Closed -$54K – 1011
2021
Q1 		$54K Buy
+1,600
New +$49.5K ﹤0.01% 848

Other funds holding FSBW

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $150M AUM 32.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Wealthcare Advisory Partners sold out of FS Bancorp (FSBW) in Q2 2021, closing a stake of 1,600 shares — an estimated $54K sold.

Wealthcare Advisory Partners first reported a position in FSBW in Q1 2021 and held it in 1 quarter. The position peaked at $54K in Q1 2021. 78 funds tracked by Wall St. Rank hold FSBW as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining FS Bancorp position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,600 FS Bancorp shares in Q2 2021, an estimated $54K.
  • Wealthcare Advisory Partners first reported a position in FS Bancorp in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's FS Bancorp position peaked at $54K in Q1 2021.
  • 78 funds tracked by Wall St. Rank held FS Bancorp as of Q2 2021.

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