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Wealthcare Capital Management’s Elme Communities ELME Stock Holding History

Wealthcare Capital Management’s Portfolio ELME Stock Details ELME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-62
Closed -$1K – 247
2021
Q1 		$1K Buy
+62
New +$1.42K ﹤0.01% 668

Other funds holding ELME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Wealthcare Capital Management sold out of Elme Communities (ELME) in Q2 2021, closing a stake of 62 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in ELME in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 200 funds tracked by Wall St. Rank hold ELME as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Elme Communities position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 62 Elme Communities shares in Q2 2021, an estimated $1K.
  • Wealthcare Capital Management first reported a position in Elme Communities in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Elme Communities position peaked at $1K in Q1 2021.
  • 200 funds tracked by Wall St. Rank held Elme Communities as of Q2 2021.

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