WAP
HONE

Wealthcare Advisory Partners’s HarborOne Bancorp HONE Stock Holding History

Wealthcare Advisory Partners’s Portfolio HONE Stock Details HONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-93
Closed -$1K – 1122
2021
Q1 		$1K Buy
+93
New +$1.13K ﹤0.01% 1985

Other funds holding HONE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 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 HONE Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of HarborOne Bancorp (HONE) in Q2 2021, closing a stake of 93 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in HONE in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 103 funds tracked by Wall St. Rank hold HONE as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining HarborOne Bancorp position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 93 HarborOne Bancorp shares in Q2 2021, an estimated $1K.
  • Wealthcare Advisory Partners first reported a position in HarborOne Bancorp in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's HarborOne Bancorp position peaked at $1K in Q1 2021.
  • 103 funds tracked by Wall St. Rank held HarborOne Bancorp as of Q2 2021.

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