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Wealthcare Advisory Partners’s MillerKnoll MLKN Stock Holding History

Wealthcare Advisory Partners’s Portfolio MLKN Stock Details MLKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-57
Closed -$2K – 1330
2021
Q1 		$2K Buy
+57
New +$2.18K ﹤0.01% 1887

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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

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

Wealthcare Advisory Partners sold out of MillerKnoll (MLKN) in Q2 2021, closing a stake of 57 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in MLKN in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 272 funds tracked by Wall St. Rank hold MLKN as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining MillerKnoll position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 57 MillerKnoll shares in Q2 2021, an estimated $2K.
  • Wealthcare Advisory Partners first reported a position in MillerKnoll in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's MillerKnoll position peaked at $2K in Q1 2021.
  • 272 funds tracked by Wall St. Rank held MillerKnoll as of Q2 2021.

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