WCM
SEI

Wealthcare Capital Management’s Solaris Energy Infrastructure SEI Stock Holding History

Wealthcare Capital Management’s Portfolio SEI Stock Details SEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-82
Closed -$1K – 700
2021
Q1 		$1K Buy
+82
New +$935 ﹤0.01% 732

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DRZID
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Bank of Montreal
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Wealthcare Capital Management's SEI Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Solaris Energy Infrastructure (SEI) in Q2 2021, closing a stake of 82 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in SEI in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 112 funds tracked by Wall St. Rank hold SEI as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Solaris Energy Infrastructure position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 82 Solaris Energy Infrastructure shares in Q2 2021, an estimated $1K.
  • Wealthcare Capital Management first reported a position in Solaris Energy Infrastructure in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Solaris Energy Infrastructure position peaked at $1K in Q1 2021.
  • 112 funds tracked by Wall St. Rank held Solaris Energy Infrastructure as of Q2 2021.

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