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Wealthcare Capital Management’s Bankunited BKU Stock Holding History

Wealthcare Capital Management’s Portfolio BKU Stock Details BKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-84
Closed -$4K – 150
2021
Q1 		$4K Buy
+84
New +$3.45K ﹤0.01% 405

Other funds holding BKU

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

Wealthcare Capital Management sold out of Bankunited (BKU) in Q2 2021, closing a stake of 84 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in BKU in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 218 funds tracked by Wall St. Rank hold BKU as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Bankunited position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 84 Bankunited shares in Q2 2021, an estimated $4K.
  • Wealthcare Capital Management first reported a position in Bankunited in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Bankunited position peaked at $4K in Q1 2021.
  • 218 funds tracked by Wall St. Rank held Bankunited as of Q2 2021.

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