WCM
EBSB

Wealthcare Capital Management’s Meridian Bancorp, Inc. EBSB Stock Holding History

Wealthcare Capital Management’s Portfolio EBSB Stock Details EBSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-60
Closed -$1K – 758
2021
Q1 		$1K Buy
+60
New +$1.02K ﹤0.01% 744

Other funds holding EBSB

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VI
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Wealthcare Capital Management sold out of Meridian Bancorp, Inc. (EBSB) in Q2 2021, closing a stake of 60 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in EBSB in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 137 funds tracked by Wall St. Rank hold EBSB as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Meridian Bancorp, Inc. position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 60 Meridian Bancorp, Inc. shares in Q2 2021, an estimated $1K.
  • Wealthcare Capital Management first reported a position in Meridian Bancorp, Inc. in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Meridian Bancorp, Inc. position peaked at $1K in Q1 2021.
  • 137 funds tracked by Wall St. Rank held Meridian Bancorp, Inc. as of Q2 2021.

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