WAP
LBC

Wealthcare Advisory Partners’s Luther Burbank Corporation Common Stock LBC Stock Holding History

Wealthcare Advisory Partners’s Portfolio LBC Stock Details LBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-193
Closed -$2K – 1987
2021
Q1 		$2K Buy
+193
New +$2.07K ﹤0.01% 1934

Other funds holding LBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 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 LBC Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Luther Burbank Corporation Common Stock (LBC) in Q2 2021, closing a stake of 193 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in LBC in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 65 funds tracked by Wall St. Rank hold LBC as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Luther Burbank Corporation Common Stock position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 193 Luther Burbank Corporation Common Stock shares in Q2 2021, an estimated $2K.
  • Wealthcare Advisory Partners first reported a position in Luther Burbank Corporation Common Stock in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Luther Burbank Corporation Common Stock position peaked at $2K in Q1 2021.
  • 65 funds tracked by Wall St. Rank held Luther Burbank Corporation Common Stock as of Q2 2021.

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