WP
SP

WealthShield Partners’s SP Plus Corporation SP Stock Holding History

WealthShield Partners’s Portfolio SP Stock Details SP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,000
Closed -$33K – 1196
2021
Q1 		$33K Buy
+1,000
New +$32.3K 0.01% 554

Other funds holding SP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WealthShield Partners's SP Position: Q2 2021 in Review

WealthShield Partners sold out of SP Plus Corporation (SP) in Q2 2021, closing a stake of 1,000 shares — an estimated $33K sold.

WealthShield Partners first reported a position in SP in Q1 2021 and held it in 1 quarter. The position peaked at $33K in Q1 2021. 120 funds tracked by Wall St. Rank hold SP as of Q2 2021.

  • WealthShield Partners reported no remaining SP Plus Corporation position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 1,000 SP Plus Corporation shares in Q2 2021, an estimated $33K.
  • WealthShield Partners first reported a position in SP Plus Corporation in Q1 2021 and held it in 1 quarter.
  • WealthShield Partners's SP Plus Corporation position peaked at $33K in Q1 2021.
  • 120 funds tracked by Wall St. Rank held SP Plus Corporation as of Q2 2021.

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