WCM
PZN

Wealthcare Capital Management’s Pzena Investment Management, Inc. Class A PZN Stock Holding History

Wealthcare Capital Management’s Portfolio PZN Stock Details PZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-187
Closed -$2K – 736
2021
Q1 		$2K Buy
+187
New +$1.76K ﹤0.01% 632

Other funds holding PZN

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MPAM
Monarch Partners Asset Management Boston, Massachusetts $339M AUM 2.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wealthcare Capital Management sold out of Pzena Investment Management, Inc. Class A (PZN) in Q2 2021, closing a stake of 187 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in PZN in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 68 funds tracked by Wall St. Rank hold PZN as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Pzena Investment Management, Inc. Class A position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 187 Pzena Investment Management, Inc. Class A shares in Q2 2021, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Pzena Investment Management, Inc. Class A in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Pzena Investment Management, Inc. Class A position peaked at $2K in Q1 2021.
  • 68 funds tracked by Wall St. Rank held Pzena Investment Management, Inc. Class A as of Q2 2021.

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