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Wealthcare Advisory Partners’s Lindblad Expeditions LIND Stock Holding History

Wealthcare Advisory Partners’s Portfolio LIND Stock Details LIND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-6,800
Closed -$129K – 1280
2021
Q1 		$129K Buy
+6,800
New +$124K 0.01% 593

Other funds holding LIND

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AI
Aperture Investors New York $791M AUM 54.66% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

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

Wealthcare Advisory Partners sold out of Lindblad Expeditions (LIND) in Q2 2021, closing a stake of 6,800 shares — an estimated $129K sold.

Wealthcare Advisory Partners first reported a position in LIND in Q1 2021 and held it in 1 quarter. The position peaked at $129K in Q1 2021. 96 funds tracked by Wall St. Rank hold LIND as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Lindblad Expeditions position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 6,800 Lindblad Expeditions shares in Q2 2021, an estimated $129K.
  • Wealthcare Advisory Partners first reported a position in Lindblad Expeditions in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Lindblad Expeditions position peaked at $129K in Q1 2021.
  • 96 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2021.

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