WCM
HVBC

Wealthcare Capital Management’s HV Bancorp, Inc. Common Stock HVBC Stock Holding History

Wealthcare Capital Management’s Portfolio HVBC Stock Details HVBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-406
Closed -$8K – 726
2021
Q1 		$8K Buy
+406
New +$7.33K ﹤0.01% 313

Other funds holding HVBC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.73B AUM 44.09% 1-Year Est. Return
KTC
Kistler-Tiffany Companies Berwyn, Pennsylvania $616M AUM 16.74% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wealthcare Capital Management sold out of HV Bancorp, Inc. Common Stock (HVBC) in Q2 2021, closing a stake of 406 shares — an estimated $8K sold.

Wealthcare Capital Management first reported a position in HVBC in Q1 2021 and held it in 1 quarter. The position peaked at $8K in Q1 2021. 10 funds tracked by Wall St. Rank hold HVBC as of Q2 2021.

  • Wealthcare Capital Management reported no remaining HV Bancorp, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 406 HV Bancorp, Inc. Common Stock shares in Q2 2021, an estimated $8K.
  • Wealthcare Capital Management first reported a position in HV Bancorp, Inc. Common Stock in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's HV Bancorp, Inc. Common Stock position peaked at $8K in Q1 2021.
  • 10 funds tracked by Wall St. Rank held HV Bancorp, Inc. Common Stock as of Q2 2021.

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