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Wealthcare Capital Management’s Cumberland Pharmaceuticals CPIX Stock Holding History

Wealthcare Capital Management’s Portfolio CPIX Stock Details CPIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-185
Closed -$1K – 193
2021
Q1 		$1K Buy
+185
New +$601 ﹤0.01% 663

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Vanguard Group
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BAM
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Acadian Asset Management
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BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFP
Sterling Financial Planning Sparta, New Jersey $337M AUM 19.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wealthcare Capital Management sold out of Cumberland Pharmaceuticals (CPIX) in Q2 2021, closing a stake of 185 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in CPIX in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 28 funds tracked by Wall St. Rank hold CPIX as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Cumberland Pharmaceuticals position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 185 Cumberland Pharmaceuticals shares in Q2 2021, an estimated $1K.
  • Wealthcare Capital Management first reported a position in Cumberland Pharmaceuticals in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Cumberland Pharmaceuticals position peaked at $1K in Q1 2021.
  • 28 funds tracked by Wall St. Rank held Cumberland Pharmaceuticals as of Q2 2021.

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