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Wealthcare Capital Management’s Flowers Foods FLO Stock Holding History

Wealthcare Capital Management’s Portfolio FLO Stock Details FLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-41
Closed -$1K – 296
2021
Q1 		$1K Buy
+41
New +$935 ﹤0.01% 677

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State Street
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Renaissance Technologies
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wealthcare Capital Management sold out of Flowers Foods (FLO) in Q2 2021, closing a stake of 41 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in FLO in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 335 funds tracked by Wall St. Rank hold FLO as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Flowers Foods position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 41 Flowers Foods shares in Q2 2021, an estimated $1K.
  • Wealthcare Capital Management first reported a position in Flowers Foods in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Flowers Foods position peaked at $1K in Q1 2021.
  • 335 funds tracked by Wall St. Rank held Flowers Foods as of Q2 2021.

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