WAP
SHEN icon

Wealthcare Advisory Partners’s Shenandoah Telecom SHEN Stock Holding History

Wealthcare Advisory Partners’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$201K Buy
+13,304
New +$209K ﹤0.01% 1040
2021
Q2 		– Sell
-602
Closed -$29K – 1644
2021
Q1 		$29K Buy
+602
New +$27.6K ﹤0.01% 1075
2020
Q2 		– Sell
-1,522
Closed -$75K – 1171
2020
Q1 		$75K Sell
1,522
-1,000
-40% -$44.4K 0.01% 426
2019
Q4 		$105K Buy
2,522
+107
+4% +$3.79K 0.01% 397
2019
Q3 		$77K Hold
2,415
– – 0.01% 452
2019
Q2 		$93K Hold
2,415
– – 0.01% 391
2019
Q1 		$107K Hold
2,415
– – 0.02% 326
2018
Q4 		$107K Sell
2,415
-396
-14% -$16.9K 0.02% 299
2018
Q3 		$109K Sell
2,811
-2,755
-49% -$98.1K 0.02% 320
2018
Q2 		$182K Hold
5,566
– – 0.04% 227
2018
Q1 		$200K Hold
5,566
– – 0.05% 194
2017
Q4 		$188K Sell
5,566
-93
-2% -$3.42K 0.05% 187
2017
Q3 		$210K Buy
+5,659
New +$192K 0.06% 143

Other funds holding SHEN

CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return