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Wealthcare Advisory Partners’s Kite Realty KRG Stock Holding History

Wealthcare Advisory Partners’s Portfolio KRG Stock Details KRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-400
Closed -$8K – 1253
2021
Q1 		$8K Buy
+400
New +$7.23K ﹤0.01% 1524

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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Wealthcare Advisory Partners sold out of Kite Realty (KRG) in Q2 2021, closing a stake of 400 shares — an estimated $8K sold.

Wealthcare Advisory Partners first reported a position in KRG in Q1 2021 and held it in 1 quarter. The position peaked at $8K in Q1 2021. 205 funds tracked by Wall St. Rank hold KRG as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Kite Realty position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 400 Kite Realty shares in Q2 2021, an estimated $8K.
  • Wealthcare Advisory Partners first reported a position in Kite Realty in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Kite Realty position peaked at $8K in Q1 2021.
  • 205 funds tracked by Wall St. Rank held Kite Realty as of Q2 2021.

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