Wealthcare Advisory Partners’s National Bankshares NKSH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-5,500	Closed	-$200K	–	599
2021 Q3	$200K	Buy	+5,500	New	+$201K	0.01%	521
2021 Q2	–	Sell	-5,350	Closed	-$190K	–	1384
2021 Q1	$190K	Buy	+5,350	New	+$181K	0.01%	496
2020 Q2	–	Sell	-2,400	Closed	-$77K	–	1004
2020 Q1	$77K	Buy	+2,400	New	+$92K	0.01%	422

Other funds holding NKSH

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Wealthcare Advisory Partners's NKSH Position: Q4 2021 in Review

Wealthcare Advisory Partners sold out of National Bankshares (NKSH) in Q4 2021, closing a stake of 5,500 shares — an estimated $200K sold.

Wealthcare Advisory Partners first reported a position in NKSH in Q1 2020 and held it in 3 quarters. The position peaked at $200K in Q3 2021. 53 funds tracked by Wall St. Rank hold NKSH as of Q4 2021.

Wealthcare Advisory Partners reported no remaining National Bankshares position as of Q4 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 5,500 National Bankshares shares in Q4 2021, an estimated $200K.
Wealthcare Advisory Partners first reported a position in National Bankshares in Q1 2020 and held it in 3 quarters.
Wealthcare Advisory Partners's National Bankshares position peaked at $200K in Q3 2021.
53 funds tracked by Wall St. Rank held National Bankshares as of Q4 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2021, filed 11 Feb 2022.