Wealthcare Advisory Partners’s Sabesp SBS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-258	Closed	–	–	1621
2021 Q1	$0	Buy	+258	New	+$371	﹤0.01%	2103
2020 Q2	–	Sell	-258	Closed	–	–	1155
2020 Q1	$0	Hold	258	–	–	﹤0.01%	1576
2019 Q4	$1K	Hold	258	–	–	﹤0.01%	1340
2019 Q3	$1K	Hold	258	–	–	﹤0.01%	1299
2019 Q2	$1K	Hold	258	–	–	﹤0.01%	1267
2019 Q1	$1K	Hold	258	–	–	﹤0.01%	1167
2018 Q4	$0	Hold	258	–	–	﹤0.01%	1269
2018 Q3	$0	Buy	+258	New	+$315	﹤0.01%	1295
2018 Q2	–	Sell	-4,754	Closed	-$10K	–	1301
2018 Q1	$10K	Hold	4,754	–	–	﹤0.01%	732
2017 Q4	$10K	Hold	4,754	–	–	﹤0.01%	683
2017 Q3	$10K	Buy	+4,754	New	+$9.61K	﹤0.01%	549

Other funds holding SBS

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Wealthcare Advisory Partners sold out of Sabesp (SBS) in Q2 2021, closing a stake of 258 shares.

Wealthcare Advisory Partners first reported a position in SBS in Q3 2017 and held it in 11 quarters. The position peaked at $10K in Q1 2018. 144 funds tracked by Wall St. Rank hold SBS as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Sabesp position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 258 Sabesp shares in Q2 2021.
Wealthcare Advisory Partners first reported a position in Sabesp in Q3 2017 and held it in 11 quarters.
Wealthcare Advisory Partners's Sabesp position peaked at $10K in Q1 2018.
144 funds tracked by Wall St. Rank held Sabesp as of Q2 2021.

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