WCM
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Wealthcare Capital Management’s Snap SNAP Stock Holding History

Wealthcare Capital Management’s Portfolio SNAP Stock Details SNAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-68
Closed -$4K – 571
2021
Q1 		$4K Buy
+68
New +$3.91K ﹤0.01% 443
2020
Q1 		– Sell
-109
Closed -$2K – 576
2019
Q4 		$2K Buy
+109
New +$1.6K ﹤0.01% 549
2017
Q4 		– Sell
-375
Closed -$5K – 232
2017
Q3 		$5K Buy
375
+125
+50% +$1.81K ﹤0.01% 148
2017
Q2 		$4K Buy
+250
New +$5.04K ﹤0.01% 145

Other funds holding SNAP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

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

Wealthcare Capital Management sold out of Snap (SNAP) in Q2 2021, closing a stake of 68 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in SNAP in Q2 2017 and held it in 4 quarters. The position peaked at $5K in Q3 2017. 718 funds tracked by Wall St. Rank hold SNAP as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Snap position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 68 Snap shares in Q2 2021, an estimated $4K.
  • Wealthcare Capital Management first reported a position in Snap in Q2 2017 and held it in 4 quarters.
  • Wealthcare Capital Management's Snap position peaked at $5K in Q3 2017.
  • 718 funds tracked by Wall St. Rank held Snap as of Q2 2021.

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