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Wealthcare Advisory Partners’s Ingevity NGVT Stock Holding History

Wealthcare Advisory Partners’s Portfolio NGVT Stock Details NGVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-318
Closed -$24K – 1379
2021
Q1 		$24K Buy
+318
New +$23.2K ﹤0.01% 1141

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State Street
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Wellington Management Group
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.18B AUM 65.45% 1-Year Est. Return
AAM
Ardevora Asset Management London, United Kingdom $1.12B AUM 26.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wealthcare Advisory Partners sold out of Ingevity (NGVT) in Q2 2021, closing a stake of 318 shares — an estimated $24K sold.

Wealthcare Advisory Partners first reported a position in NGVT in Q1 2021 and held it in 1 quarter. The position peaked at $24K in Q1 2021. 277 funds tracked by Wall St. Rank hold NGVT as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Ingevity position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 318 Ingevity shares in Q2 2021, an estimated $24K.
  • Wealthcare Advisory Partners first reported a position in Ingevity in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Ingevity position peaked at $24K in Q1 2021.
  • 277 funds tracked by Wall St. Rank held Ingevity as of Q2 2021.

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