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Wealthcare Capital Management’s Everest Group EG Stock Holding History

Wealthcare Capital Management’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-17
Closed -$4K – 244
2021
Q1 		$4K Buy
+17
New +$4.05K ﹤0.01% 417

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Franklin Resources
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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Wealthcare Capital Management sold out of Everest Group (EG) in Q2 2021, closing a stake of 17 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in EG in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 454 funds tracked by Wall St. Rank hold EG as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Everest Group position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 17 Everest Group shares in Q2 2021, an estimated $4K.
  • Wealthcare Capital Management first reported a position in Everest Group in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Everest Group position peaked at $4K in Q1 2021.
  • 454 funds tracked by Wall St. Rank held Everest Group as of Q2 2021.

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