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Wealthcare Advisory Partners’s Genesis Energy GEL Stock Holding History

Wealthcare Advisory Partners’s Portfolio GEL Stock Details GEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-10,779
Closed -$67K – 2080
2020
Q4 		$67K Buy
+10,779
New +$61.2K 0.01% 427

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AA
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
SCA
Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthcare Advisory Partners's GEL Position: Q1 2021 in Review

Wealthcare Advisory Partners sold out of Genesis Energy (GEL) in Q1 2021, closing a stake of 10,779 shares — an estimated $67K sold.

Wealthcare Advisory Partners first reported a position in GEL in Q4 2020 and held it in 1 quarter. The position peaked at $67K in Q4 2020. 116 funds tracked by Wall St. Rank hold GEL as of Q1 2021.

  • Wealthcare Advisory Partners reported no remaining Genesis Energy position as of Q1 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 10,779 Genesis Energy shares in Q1 2021, an estimated $67K.
  • Wealthcare Advisory Partners first reported a position in Genesis Energy in Q4 2020 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Genesis Energy position peaked at $67K in Q4 2020.
  • 116 funds tracked by Wall St. Rank held Genesis Energy as of Q1 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2021, filed 30 Apr 2021.