Wealthcare Advisory Partners’s Martin Marietta Materials MLM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-84	Closed	-$28K	–	1331
2021 Q1	$28K	Buy	+84	New	+$26.8K	﹤0.01%	1086
2020 Q2	–	Sell	-30	Closed	-$6K	–	958
2020 Q1	$6K	Buy	+30	New	+$7.17K	﹤0.01%	1062
2018 Q3	–	Sell	-11	Closed	-$2K	–	1276
2018 Q2	$2K	Hold	11	–	–	﹤0.01%	1125
2018 Q1	$2K	Hold	11	–	–	﹤0.01%	964
2017 Q4	$2K	Buy	+11	New	+$2.3K	﹤0.01%	929

Other funds holding MLM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Wealthcare Advisory Partners sold out of Martin Marietta Materials (MLM) in Q2 2021, closing a stake of 84 shares — an estimated $28K sold.

Wealthcare Advisory Partners first reported a position in MLM in Q4 2017 and held it in 5 quarters. The position peaked at $28K in Q1 2021. 696 funds tracked by Wall St. Rank hold MLM as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Martin Marietta Materials position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 84 Martin Marietta Materials shares in Q2 2021, an estimated $28K.
Wealthcare Advisory Partners first reported a position in Martin Marietta Materials in Q4 2017 and held it in 5 quarters.
Wealthcare Advisory Partners's Martin Marietta Materials position peaked at $28K in Q1 2021.
696 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q2 2021.

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