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WCM
Wealthcare Capital Management’s
Goldman Sachs
GS
Stock Holding History
Wealthcare Capital Management’s Portfolio
GS Stock Details
GS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-522
Closed
-$201K
–
84
2023
Q4
$201K
Buy
+522
New
+$174K
0.02%
80
2021
Q2
–
Sell
-275
Closed
-$90K
–
318
2021
Q1
$90K
Buy
+275
New
+$85.6K
0.01%
106
2020
Q2
–
Sell
-128
Closed
-$20K
–
126
2020
Q1
$20K
Sell
128
-10
-7%
-$2.12K
﹤0.01%
132
2019
Q4
$32K
Buy
138
+28
+25%
+$6.08K
﹤0.01%
130
2019
Q3
$23K
Hold
110
–
–
﹤0.01%
128
2019
Q2
$23K
Hold
110
–
–
﹤0.01%
125
2019
Q1
$21K
Hold
110
–
–
﹤0.01%
134
2018
Q4
$18K
Hold
110
–
–
﹤0.01%
133
2018
Q3
$25K
Hold
110
–
–
﹤0.01%
124
2018
Q2
$24K
Buy
110
+60
+120%
+$14.3K
﹤0.01%
114
2018
Q1
$13K
Buy
50
+40
+400%
+$10.4K
﹤0.01%
134
2017
Q4
$3K
Buy
+10
New
+$2.45K
﹤0.01%
180
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1-Year Est. Return
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30.72%
1-Year Est. Return
Capital World Investors
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$733B AUM
35.63%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Dodge & Cox
San Francisco, California
$182B AUM
14.68%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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