WCM
NPO icon

Wealthcare Capital Management’s Enpro NPO Stock Holding History

Wealthcare Capital Management’s Portfolio NPO Stock Details NPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-41
Closed -$3K – 470
2021
Q1 		$3K Buy
+41
New +$3.35K ﹤0.01% 494
2015
Q2 		– Sell
-451
Closed – – 712
2015
Q1 		$0 Buy
+451
New +$28.9K ﹤0.01% 982

Other funds holding NPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

Wealthcare Capital Management sold out of Enpro (NPO) in Q2 2021, closing a stake of 41 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in NPO in Q1 2015 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 188 funds tracked by Wall St. Rank hold NPO as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Enpro position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 41 Enpro shares in Q2 2021, an estimated $3K.
  • Wealthcare Capital Management first reported a position in Enpro in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's Enpro position peaked at $3K in Q1 2021.
  • 188 funds tracked by Wall St. Rank held Enpro as of Q2 2021.

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