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Wealthcare Advisory Partners’s NewtekOne NEWT Stock Holding History

Wealthcare Advisory Partners’s Portfolio NEWT Stock Details NEWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,000
Closed -$26K – 996
2020
Q1 		$26K Buy
+2,000
New +$38K ﹤0.01% 666

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AAM
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VanEck Associates
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LSV Asset Management
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MCM
McKinley Capital Management Anchorage, Alaska $571M AUM 36.44% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Wealthcare Advisory Partners's NEWT Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of NewtekOne (NEWT) in Q2 2020, closing a stake of 2,000 shares — an estimated $26K sold.

Wealthcare Advisory Partners first reported a position in NEWT in Q1 2020 and held it in 1 quarter. The position peaked at $26K in Q1 2020. 58 funds tracked by Wall St. Rank hold NEWT as of Q2 2020.

  • Wealthcare Advisory Partners reported no remaining NewtekOne position as of Q2 2020 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 2,000 NewtekOne shares in Q2 2020, an estimated $26K.
  • Wealthcare Advisory Partners first reported a position in NewtekOne in Q1 2020 and held it in 1 quarter.
  • Wealthcare Advisory Partners's NewtekOne position peaked at $26K in Q1 2020.
  • 58 funds tracked by Wall St. Rank held NewtekOne as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.