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Wealthcare Advisory Partners’s US Foods USFD Stock Holding History

Wealthcare Advisory Partners’s Portfolio USFD Stock Details USFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-910
Closed -$35K – 1790
2021
Q1 		$35K Buy
+910
New +$32.9K ﹤0.01% 1006

Other funds holding USFD

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Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

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

Wealthcare Advisory Partners sold out of US Foods (USFD) in Q2 2021, closing a stake of 910 shares — an estimated $35K sold.

Wealthcare Advisory Partners first reported a position in USFD in Q1 2021 and held it in 1 quarter. The position peaked at $35K in Q1 2021. 296 funds tracked by Wall St. Rank hold USFD as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining US Foods position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 910 US Foods shares in Q2 2021, an estimated $35K.
  • Wealthcare Advisory Partners first reported a position in US Foods in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's US Foods position peaked at $35K in Q1 2021.
  • 296 funds tracked by Wall St. Rank held US Foods as of Q2 2021.

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