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Wealthcare Advisory Partners’s Graco GGG Stock Holding History

Wealthcare Advisory Partners’s Portfolio GGG Stock Details GGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-385
Closed -$28K – 1059
2021
Q1 		$28K Buy
+385
New +$27.3K ﹤0.01% 1085
2018
Q1 		– Sell
-63
Closed -$3K – 1144
2017
Q4 		$3K Buy
+63
New +$2.73K ﹤0.01% 876

Other funds holding GGG

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Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wealthcare Advisory Partners sold out of Graco (GGG) in Q2 2021, closing a stake of 385 shares — an estimated $28K sold.

Wealthcare Advisory Partners first reported a position in GGG in Q4 2017 and held it in 2 quarters. The position peaked at $28K in Q1 2021. 529 funds tracked by Wall St. Rank hold GGG as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Graco position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 385 Graco shares in Q2 2021, an estimated $28K.
  • Wealthcare Advisory Partners first reported a position in Graco in Q4 2017 and held it in 2 quarters.
  • Wealthcare Advisory Partners's Graco position peaked at $28K in Q1 2021.
  • 529 funds tracked by Wall St. Rank held Graco as of Q2 2021.

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