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Wealthcare Advisory Partners’s SITE Centers SITC Stock Holding History

Wealthcare Advisory Partners’s Portfolio SITC Stock Details SITC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-26
Closed – – 1651
2021
Q1 		$0 Buy
+26
New +$249 ﹤0.01% 2105
2018
Q4 		– Sell
-74
Closed -$1K – 1272
2018
Q3 		$1K Buy
+74
New +$806 ﹤0.01% 1189

Other funds holding SITC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

Wealthcare Advisory Partners sold out of SITE Centers (SITC) in Q2 2021, closing a stake of 26 shares.

Wealthcare Advisory Partners first reported a position in SITC in Q3 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 214 funds tracked by Wall St. Rank hold SITC as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining SITE Centers position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 26 SITE Centers shares in Q2 2021.
  • Wealthcare Advisory Partners first reported a position in SITE Centers in Q3 2018 and held it in 2 quarters.
  • Wealthcare Advisory Partners's SITE Centers position peaked at $1K in Q3 2018.
  • 214 funds tracked by Wall St. Rank held SITE Centers as of Q2 2021.

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