Wealthcare Advisory Partners’s McGrath RentCorp MGRC Stock Holding History

Wealthcare Advisory Partners’s Portfolio MGRC Stock Details MGRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-22	Closed	-$2K	–	1323
2021 Q1	$2K	Buy	+22	New	+$1.69K	﹤0.01%	1884
2020 Q2	–	Sell	-22	Closed	-$1K	–	948
2020 Q1	$1K	Hold	22	–	–	﹤0.01%	1411
2019 Q4	$2K	Hold	22	–	–	﹤0.01%	1265
2019 Q3	$2K	Hold	22	–	–	﹤0.01%	1226
2019 Q2	$1K	Hold	22	–	–	﹤0.01%	1259
2019 Q1	$1K	Hold	22	–	–	﹤0.01%	1162
2018 Q4	$1K	Hold	22	–	–	﹤0.01%	1149
2018 Q3	$1K	Hold	22	–	–	﹤0.01%	1183
2018 Q2	$1K	Buy	+22	New	+$1.36K	﹤0.01%	1182

Other funds holding MGRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Wealthcare Advisory Partners sold out of McGrath RentCorp (MGRC) in Q2 2021, closing a stake of 22 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in MGRC in Q2 2018 and held it in 9 quarters. The position peaked at $2K in Q1 2021. 179 funds tracked by Wall St. Rank hold MGRC as of Q2 2021.

Wealthcare Advisory Partners reported no remaining McGrath RentCorp position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 22 McGrath RentCorp shares in Q2 2021, an estimated $2K.
Wealthcare Advisory Partners first reported a position in McGrath RentCorp in Q2 2018 and held it in 9 quarters.
Wealthcare Advisory Partners's McGrath RentCorp position peaked at $2K in Q1 2021.
179 funds tracked by Wall St. Rank held McGrath RentCorp as of Q2 2021.

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