Wealthcare Advisory Partners’s Honda HMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-540	Closed	-$16K	–	1117
2021 Q1	$16K	Buy	+540	New	+$15.5K	﹤0.01%	1289
2020 Q2	–	Sell	-725	Closed	-$16K	–	784
2020 Q1	$16K	Sell	725 -216	-23%	-$5.52K	﹤0.01%	794
2019 Q4	$27K	Buy	941 +2	+0.2%	+$56	﹤0.01%	680
2019 Q3	$24K	Buy	939 +2	+0.2%	+$50	﹤0.01%	702
2019 Q2	$24K	Buy	937 +2	+0.2%	+$53	﹤0.01%	681
2019 Q1	$25K	Buy	935 +1	+0.1%	+$28	﹤0.01%	604
2018 Q4	$25K	Buy	934 +2	+0.2%	+$55	﹤0.01%	586
2018 Q3	$28K	Sell	932 -309	-25%	-$9.19K	0.01%	589
2018 Q2	$36K	Buy	1,241 +312	+34%	+$10.3K	0.01%	535
2018 Q1	$32K	Sell	929 -16	-2%	-$564	0.01%	480
2017 Q4	$32K	Buy	945 +220	+30%	+$7.11K	0.01%	446
2017 Q3	$21K	Buy	+725	New	+$20.5K	0.01%	423

Other funds holding HMC

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

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

Wealthcare Advisory Partners sold out of Honda (HMC) in Q2 2021, closing a stake of 540 shares — an estimated $16K sold.

Wealthcare Advisory Partners first reported a position in HMC in Q3 2017 and held it in 12 quarters. The position peaked at $36K in Q2 2018. 252 funds tracked by Wall St. Rank hold HMC as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Honda position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 540 Honda shares in Q2 2021, an estimated $16K.
Wealthcare Advisory Partners first reported a position in Honda in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's Honda position peaked at $36K in Q2 2018.
252 funds tracked by Wall St. Rank held Honda as of Q2 2021.

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