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Wealthcare Capital Management’s Espey Mfg & Electronics Corp ESP Stock Holding History

Wealthcare Capital Management’s Portfolio ESP Stock Details ESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-120
Closed -$2K – 266
2021
Q1 		$2K Buy
+120
New +$2.21K ﹤0.01% 553

Other funds holding ESP

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wealthcare Capital Management sold out of Espey Mfg & Electronics Corp (ESP) in Q2 2021, closing a stake of 120 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in ESP in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 21 funds tracked by Wall St. Rank hold ESP as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Espey Mfg & Electronics Corp position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 120 Espey Mfg & Electronics Corp shares in Q2 2021, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Espey Mfg & Electronics Corp in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Espey Mfg & Electronics Corp position peaked at $2K in Q1 2021.
  • 21 funds tracked by Wall St. Rank held Espey Mfg & Electronics Corp as of Q2 2021.

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