WCM
BFS

Wealthcare Capital Management’s Saul Centers BFS Stock Holding History

Wealthcare Capital Management’s Portfolio BFS Stock Details BFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-68
Closed -$3K – 142
2021
Q1 		$3K Buy
+68
New +$2.41K ﹤0.01% 463

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wealthcare Capital Management sold out of Saul Centers (BFS) in Q2 2021, closing a stake of 68 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in BFS in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 119 funds tracked by Wall St. Rank hold BFS as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Saul Centers position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 68 Saul Centers shares in Q2 2021, an estimated $3K.
  • Wealthcare Capital Management first reported a position in Saul Centers in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Saul Centers position peaked at $3K in Q1 2021.
  • 119 funds tracked by Wall St. Rank held Saul Centers as of Q2 2021.

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