Wealthcare Advisory Partners’s NewMarket NEU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-71	Closed	-$27K	–	1374
2021 Q1	$27K	Buy	+71	New	+$28.4K	﹤0.01%	1100
2020 Q2	–	Sell	-70	Closed	-$27K	–	995
2020 Q1	$27K	Buy	70 +1	+1%	+$422	﹤0.01%	644
2019 Q4	$34K	Hold	69	–	–	﹤0.01%	633
2019 Q3	$33K	Hold	69	–	–	﹤0.01%	629
2019 Q2	$28K	Buy	69 +1	+1%	+$413	﹤0.01%	641
2019 Q1	$30K	Hold	68	–	–	0.01%	569
2018 Q4	$28K	Hold	68	–	–	0.01%	559
2018 Q3	$27K	Hold	68	–	–	0.01%	604
2018 Q2	$27K	Buy	68 +1	+1%	+$391	0.01%	594
2018 Q1	$27K	Hold	67	–	–	0.01%	529
2017 Q4	$27K	Hold	67	–	–	0.01%	479
2017 Q3	$28K	Buy	+67	New	+$29.2K	0.01%	380

Other funds holding NEU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wealthcare Advisory Partners sold out of NewMarket (NEU) in Q2 2021, closing a stake of 71 shares — an estimated $27K sold.

Wealthcare Advisory Partners first reported a position in NEU in Q3 2017 and held it in 12 quarters. The position peaked at $34K in Q4 2019. 249 funds tracked by Wall St. Rank hold NEU as of Q2 2021.

Wealthcare Advisory Partners reported no remaining NewMarket position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 71 NewMarket shares in Q2 2021, an estimated $27K.
Wealthcare Advisory Partners first reported a position in NewMarket in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's NewMarket position peaked at $34K in Q4 2019.
249 funds tracked by Wall St. Rank held NewMarket as of Q2 2021.

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