WCM
FR icon

Wealthcare Capital Management’s First Industrial Realty Trust FR Stock Holding History

Wealthcare Capital Management’s Portfolio FR Stock Details FR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-94
Closed -$4K – 299
2021
Q1 		$4K Buy
+94
New +$4.05K ﹤0.01% 424

Other funds holding FR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealthcare Capital Management's FR Position: Q2 2021 in Review

Wealthcare Capital Management sold out of First Industrial Realty Trust (FR) in Q2 2021, closing a stake of 94 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in FR in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 309 funds tracked by Wall St. Rank hold FR as of Q2 2021.

  • Wealthcare Capital Management reported no remaining First Industrial Realty Trust position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 94 First Industrial Realty Trust shares in Q2 2021, an estimated $4K.
  • Wealthcare Capital Management first reported a position in First Industrial Realty Trust in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's First Industrial Realty Trust position peaked at $4K in Q1 2021.
  • 309 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q2 2021.

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