WAP
RBB icon

Wealthcare Advisory Partners’s RBB Bancorp RBB Stock Holding History

Wealthcare Advisory Partners’s Portfolio RBB Stock Details RBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-115
Closed -$2K – 1552
2021
Q1 		$2K Buy
+115
New +$2.19K ﹤0.01% 1912

Other funds holding RBB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Wealthcare Advisory Partners sold out of RBB Bancorp (RBB) in Q2 2021, closing a stake of 115 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in RBB in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 83 funds tracked by Wall St. Rank hold RBB as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining RBB Bancorp position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 115 RBB Bancorp shares in Q2 2021, an estimated $2K.
  • Wealthcare Advisory Partners first reported a position in RBB Bancorp in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's RBB Bancorp position peaked at $2K in Q1 2021.
  • 83 funds tracked by Wall St. Rank held RBB Bancorp as of Q2 2021.

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