WCM
CBMB

Wealthcare Capital Management’s CBM Bancorp, Inc. CBMB Stock Holding History

Wealthcare Capital Management’s Portfolio CBMB Stock Details CBMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-181
Closed -$3K – 759
2021
Q1 		$3K Buy
+181
New +$2.55K ﹤0.01% 530

Other funds holding CBMB

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCP
Seizert Capital Partners Birmingham, Michigan $2.17B AUM 11.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
LCM
Legato Capital Management San Francisco, California $1.1B AUM 61.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wealthcare Capital Management sold out of CBM Bancorp, Inc. (CBMB) in Q2 2021, closing a stake of 181 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in CBMB in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 15 funds tracked by Wall St. Rank hold CBMB as of Q2 2021.

  • Wealthcare Capital Management reported no remaining CBM Bancorp, Inc. position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 181 CBM Bancorp, Inc. shares in Q2 2021, an estimated $3K.
  • Wealthcare Capital Management first reported a position in CBM Bancorp, Inc. in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's CBM Bancorp, Inc. position peaked at $3K in Q1 2021.
  • 15 funds tracked by Wall St. Rank held CBM Bancorp, Inc. as of Q2 2021.

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