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Wealthcare Capital Management’s Esquire Financial Holdings ESQ Stock Holding History

Wealthcare Capital Management’s Portfolio ESQ Stock Details ESQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-57
Closed -$1K – 267
2021
Q1 		$1K Buy
+57
New +$1.31K ﹤0.01% 671

Other funds holding ESQ

BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

Wealthcare Capital Management sold out of Esquire Financial Holdings (ESQ) in Q2 2021, closing a stake of 57 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in ESQ in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 46 funds tracked by Wall St. Rank hold ESQ as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Esquire Financial Holdings position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 57 Esquire Financial Holdings shares in Q2 2021, an estimated $1K.
  • Wealthcare Capital Management first reported a position in Esquire Financial Holdings in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Esquire Financial Holdings position peaked at $1K in Q1 2021.
  • 46 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2021.

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