WCM
ESBK

Wealthcare Capital Management’s Elmira Savings Bank Elmira NY ESBK Stock Holding History

Wealthcare Capital Management’s Portfolio ESBK Stock Details ESBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-484
Closed -$7K – 748
2021
Q1 		$7K Buy
+484
New +$6.45K ﹤0.01% 333

Other funds holding ESBK

VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wealthcare Capital Management sold out of Elmira Savings Bank Elmira NY (ESBK) in Q2 2021, closing a stake of 484 shares — an estimated $7K sold.

Wealthcare Capital Management first reported a position in ESBK in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 13 funds tracked by Wall St. Rank hold ESBK as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Elmira Savings Bank Elmira NY position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 484 Elmira Savings Bank Elmira NY shares in Q2 2021, an estimated $7K.
  • Wealthcare Capital Management first reported a position in Elmira Savings Bank Elmira NY in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Elmira Savings Bank Elmira NY position peaked at $7K in Q1 2021.
  • 13 funds tracked by Wall St. Rank held Elmira Savings Bank Elmira NY as of Q2 2021.

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