Wealthcare Capital Management’s Citigroup C Stock Holding History

Wealthcare Capital Management’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-399	Closed	-$29K	–	163
2021 Q1	$29K	Buy	+399	New	+$26.6K	﹤0.01%	187
2020 Q2	–	Sell	-71	Closed	-$3K	–	77
2020 Q1	$3K	Sell	71 -92	-56%	-$6.18K	﹤0.01%	199
2019 Q4	$13K	Buy	+163	New	+$12K	﹤0.01%	167
2015 Q4	–	Sell	-50	Closed	-$2K	–	224
2015 Q3	$2K	Sell	50 -117	-70%	-$6.39K	﹤0.01%	207
2015 Q2	$9K	Sell	167 -460	-73%	-$25K	﹤0.01%	213
2015 Q1	$32K	Buy	627 +577	+1,154%	+$29.4K	﹤0.01%	330
2014 Q4	$3K	Sell	50 -194	-80%	-$10.3K	﹤0.01%	160
2014 Q3	$13K	Buy	244 +194	+388%	+$9.75K	﹤0.01%	128
2014 Q2	$2K	Hold	50	–	–	﹤0.01%	158
2014 Q1	$2K	Hold	50	–	–	﹤0.01%	150
2013 Q4	$3K	Hold	50	–	–	﹤0.01%	100
2013 Q3	$2K	Hold	50	–	–	﹤0.01%	104
2013 Q2	$2K	Buy	+50	New	+$2.4K	﹤0.01%	108

Other funds holding C

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Wealthcare Capital Management sold out of Citigroup (C) in Q2 2021, closing a stake of 399 shares — an estimated $29K sold.

Wealthcare Capital Management first reported a position in C in Q2 2013 and held it in 13 quarters. The position peaked at $32K in Q1 2015. 1,707 funds tracked by Wall St. Rank hold C as of Q2 2021.

Wealthcare Capital Management reported no remaining Citigroup position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 399 Citigroup shares in Q2 2021, an estimated $29K.
Wealthcare Capital Management first reported a position in Citigroup in Q2 2013 and held it in 13 quarters.
Wealthcare Capital Management's Citigroup position peaked at $32K in Q1 2015.
1,707 funds tracked by Wall St. Rank held Citigroup as of Q2 2021.

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