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Wealthcare Capital Management’s Byline Bancorp BY Stock Holding History

Wealthcare Capital Management’s Portfolio BY Stock Details BY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-204
Closed -$4K – 161
2021
Q1 		$4K Buy
+204
New +$3.82K ﹤0.01% 406

Other funds holding BY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
Ararat Capital Management Westport, Connecticut $178M AUM 26.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wealthcare Capital Management sold out of Byline Bancorp (BY) in Q2 2021, closing a stake of 204 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in BY in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 103 funds tracked by Wall St. Rank hold BY as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Byline Bancorp position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 204 Byline Bancorp shares in Q2 2021, an estimated $4K.
  • Wealthcare Capital Management first reported a position in Byline Bancorp in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Byline Bancorp position peaked at $4K in Q1 2021.
  • 103 funds tracked by Wall St. Rank held Byline Bancorp as of Q2 2021.

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