Wealthstreet Investment Advisors’s QVC Group Inc Series A QVCGA Stock Holding History

Wealthstreet Investment Advisors’s Portfolio QVCGA Stock Details QVCGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-234	Closed	-$138K	–	341
2021 Q1	$138K	Hold	234	–	–	0.01%	353
2020 Q4	$129K	Hold	234	–	–	0.01%	344
2020 Q3	$84K	Sell	234 -7	-3%	-$3.31K	0.01%	331
2020 Q2	$111K	Hold	241	–	–	0.01%	318
2020 Q1	$72K	Hold	241	–	–	0.01%	301
2019 Q4	$99K	Sell	241 -5	-2%	-$2.25K	0.01%	343
2019 Q3	$117K	Hold	246	–	–	0.01%	328
2019 Q2	$148K	Hold	246	–	–	0.02%	333
2019 Q1	$191K	Hold	246	–	–	0.03%	331
2018 Q4	$260K	Hold	246	–	–	0.04%	282
2018 Q3	$265K	Hold	246	–	–	0.03%	306
2018 Q2	$253K	Hold	246	–	–	0.03%	306
2018 Q1	$300K	Hold	246	–	–	0.04%	283
2017 Q4	$292K	Buy	+246	New	+$285K	0.04%	285

Other funds holding QVCGA

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealthstreet Investment Advisors's QVCGA Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of QVC Group Inc Series A (QVCGA) in Q2 2021, closing a stake of 234 shares — an estimated $138K sold.

Wealthstreet Investment Advisors first reported a position in QVCGA in Q4 2017 and held it in 14 quarters. The position peaked at $300K in Q1 2018. 381 funds tracked by Wall St. Rank hold QVCGA as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining QVC Group Inc Series A position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 234 QVC Group Inc Series A shares in Q2 2021, an estimated $138K.
Wealthstreet Investment Advisors first reported a position in QVC Group Inc Series A in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's QVC Group Inc Series A position peaked at $300K in Q1 2018.
381 funds tracked by Wall St. Rank held QVC Group Inc Series A as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.