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Wealthcare Advisory Partners’s SFL Corp SFL Stock Holding History

Wealthcare Advisory Partners’s Portfolio SFL Stock Details SFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4,750
Closed -$38K – 1636
2021
Q1 		$38K Buy
+4,750
New +$35.2K ﹤0.01% 974
2020
Q2 		– Sell
-4,750
Closed -$45K – 1167
2020
Q1 		$45K Buy
+4,750
New +$58.8K 0.01% 531

Other funds holding SFL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wealthcare Advisory Partners sold out of SFL Corp (SFL) in Q2 2021, closing a stake of 4,750 shares — an estimated $38K sold.

Wealthcare Advisory Partners first reported a position in SFL in Q1 2020 and held it in 2 quarters. The position peaked at $45K in Q1 2020. 153 funds tracked by Wall St. Rank hold SFL as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining SFL Corp position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 4,750 SFL Corp shares in Q2 2021, an estimated $38K.
  • Wealthcare Advisory Partners first reported a position in SFL Corp in Q1 2020 and held it in 2 quarters.
  • Wealthcare Advisory Partners's SFL Corp position peaked at $45K in Q1 2020.
  • 153 funds tracked by Wall St. Rank held SFL Corp as of Q2 2021.

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