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WealthShield Partners’s Element Solutions ESI Stock Holding History

WealthShield Partners’s Portfolio ESI Stock Details ESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-7,684
Closed -$141K – 883
2021
Q1 		$141K Buy
+7,684
New +$141K 0.03% 299

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Fidelity Investments
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Wellington Management Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

WealthShield Partners's ESI Position: Q2 2021 in Review

WealthShield Partners sold out of Element Solutions (ESI) in Q2 2021, closing a stake of 7,684 shares — an estimated $141K sold.

WealthShield Partners first reported a position in ESI in Q1 2021 and held it in 1 quarter. The position peaked at $141K in Q1 2021. 243 funds tracked by Wall St. Rank hold ESI as of Q2 2021.

  • WealthShield Partners reported no remaining Element Solutions position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 7,684 Element Solutions shares in Q2 2021, an estimated $141K.
  • WealthShield Partners first reported a position in Element Solutions in Q1 2021 and held it in 1 quarter.
  • WealthShield Partners's Element Solutions position peaked at $141K in Q1 2021.
  • 243 funds tracked by Wall St. Rank held Element Solutions as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.