WCM
SELF

Wealthcare Capital Management’s Global Self Storage SELF Stock Holding History

Wealthcare Capital Management’s Portfolio SELF Stock Details SELF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-649
Closed -$3K – 563
2021
Q1 		$3K Buy
+649
New +$2.83K ﹤0.01% 508

Other funds holding SELF

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WC
Winmill & Co Rochester, New York $347M AUM 37.48% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wealthcare Capital Management sold out of Global Self Storage (SELF) in Q2 2021, closing a stake of 649 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in SELF in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 28 funds tracked by Wall St. Rank hold SELF as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Global Self Storage position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 649 Global Self Storage shares in Q2 2021, an estimated $3K.
  • Wealthcare Capital Management first reported a position in Global Self Storage in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Global Self Storage position peaked at $3K in Q1 2021.
  • 28 funds tracked by Wall St. Rank held Global Self Storage as of Q2 2021.

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