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Wealthcare Advisory Partners’s OGE Energy OGE Stock Holding History

Wealthcare Advisory Partners’s Portfolio OGE Stock Details OGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-43
Closed -$1K – 1423
2021
Q1 		$1K Buy
+43
New +$1.35K ﹤0.01% 1997

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TSW
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

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

Wealthcare Advisory Partners sold out of OGE Energy (OGE) in Q2 2021, closing a stake of 43 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in OGE in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 402 funds tracked by Wall St. Rank hold OGE as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining OGE Energy position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 43 OGE Energy shares in Q2 2021, an estimated $1K.
  • Wealthcare Advisory Partners first reported a position in OGE Energy in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's OGE Energy position peaked at $1K in Q1 2021.
  • 402 funds tracked by Wall St. Rank held OGE Energy as of Q2 2021.

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