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Wealthcare Capital Management’s Bridgewater Bancshares BWB Stock Holding History

Wealthcare Capital Management’s Portfolio BWB Stock Details BWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-123
Closed -$2K – 159
2021
Q1 		$2K Buy
+123
New +$1.82K ﹤0.01% 543

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NCGI
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PAIM
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Renaissance Technologies
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State Street
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Geode Capital Management
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TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

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

Wealthcare Capital Management sold out of Bridgewater Bancshares (BWB) in Q2 2021, closing a stake of 123 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in BWB in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 94 funds tracked by Wall St. Rank hold BWB as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Bridgewater Bancshares position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 123 Bridgewater Bancshares shares in Q2 2021, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Bridgewater Bancshares in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Bridgewater Bancshares position peaked at $2K in Q1 2021.
  • 94 funds tracked by Wall St. Rank held Bridgewater Bancshares as of Q2 2021.

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