WAP
LDL

Wealthcare Advisory Partners’s Lydall, Inc. LDL Stock Holding History

Wealthcare Advisory Partners’s Portfolio LDL Stock Details LDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-336
Closed -$11K – 2091
2021
Q1 		$11K Buy
+336
New +$11.5K ﹤0.01% 1437

Other funds holding LDL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 LDL Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Lydall, Inc. (LDL) in Q2 2021, closing a stake of 336 shares — an estimated $11K sold.

Wealthcare Advisory Partners first reported a position in LDL in Q1 2021 and held it in 1 quarter. The position peaked at $11K in Q1 2021. 157 funds tracked by Wall St. Rank hold LDL as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Lydall, Inc. position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 336 Lydall, Inc. shares in Q2 2021, an estimated $11K.
  • Wealthcare Advisory Partners first reported a position in Lydall, Inc. in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Lydall, Inc. position peaked at $11K in Q1 2021.
  • 157 funds tracked by Wall St. Rank held Lydall, Inc. as of Q2 2021.

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