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Wealthcare Capital Management’s Coca-Cola Europacific Partners CCEP Stock Holding History

Wealthcare Capital Management’s Portfolio CCEP Stock Details CCEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-42
Closed -$2K – 313
2019
Q4 		$2K Buy
+42
New +$2.21K ﹤0.01% 410

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Boston Partners
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Ninety One (UK)
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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
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CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthcare Capital Management's CCEP Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Coca-Cola Europacific Partners (CCEP) in Q1 2020, closing a stake of 42 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in CCEP in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 362 funds tracked by Wall St. Rank hold CCEP as of Q1 2020.

  • Wealthcare Capital Management reported no remaining Coca-Cola Europacific Partners position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 42 Coca-Cola Europacific Partners shares in Q1 2020, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Coca-Cola Europacific Partners in Q4 2019 and held it in 1 quarter.
  • Wealthcare Capital Management's Coca-Cola Europacific Partners position peaked at $2K in Q4 2019.
  • 362 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.