Wealthcare Capital Management’s Parker-Hannifin PH Stock Holding History

Wealthcare Capital Management’s Portfolio PH Stock Details PH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-34	Closed	-$11K	–	510
2021 Q1	$11K	Buy	+34	New	+$9.82K	﹤0.01%	269
2020 Q2	–	Sell	-2	Closed	–	–	195
2020 Q1	$0	Sell	2 -10	-83%	-$1.81K	﹤0.01%	536
2019 Q4	$2K	Buy	+12	New	+$2.33K	﹤0.01%	535

Other funds holding PH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wealthcare Capital Management sold out of Parker-Hannifin (PH) in Q2 2021, closing a stake of 34 shares — an estimated $11K sold.

Wealthcare Capital Management first reported a position in PH in Q4 2019 and held it in 3 quarters. The position peaked at $11K in Q1 2021. 939 funds tracked by Wall St. Rank hold PH as of Q2 2021.

Wealthcare Capital Management reported no remaining Parker-Hannifin position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 34 Parker-Hannifin shares in Q2 2021, an estimated $11K.
Wealthcare Capital Management first reported a position in Parker-Hannifin in Q4 2019 and held it in 3 quarters.
Wealthcare Capital Management's Parker-Hannifin position peaked at $11K in Q1 2021.
939 funds tracked by Wall St. Rank held Parker-Hannifin as of Q2 2021.

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