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Wealthcare Capital Management’s KLX Energy Services KLXE Stock Holding History

Wealthcare Capital Management’s Portfolio KLXE Stock Details KLXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-28
Closed – – 378
2021
Q1 		$0 Buy
+28
New +$348 ﹤0.01% 757

Other funds holding KLXE

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Connacht Asset Management New York $16.9M AUM 40.41% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $727M AUM 28.47% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wealthcare Capital Management sold out of KLX Energy Services (KLXE) in Q2 2021, closing a stake of 28 shares.

Wealthcare Capital Management first reported a position in KLXE in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 34 funds tracked by Wall St. Rank hold KLXE as of Q2 2021.

  • Wealthcare Capital Management reported no remaining KLX Energy Services position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 28 KLX Energy Services shares in Q2 2021.
  • Wealthcare Capital Management first reported a position in KLX Energy Services in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's KLX Energy Services position peaked at $0 in Q1 2021.
  • 34 funds tracked by Wall St. Rank held KLX Energy Services as of Q2 2021.

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