WCM
UNB icon

Wealthcare Capital Management’s Union Bankshares UNB Stock Holding History

Wealthcare Capital Management’s Portfolio UNB Stock Details UNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-62
Closed -$2K – 633
2021
Q1 		$2K Buy
+62
New +$1.72K ﹤0.01% 611

Other funds holding UNB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wealthcare Capital Management sold out of Union Bankshares (UNB) in Q2 2021, closing a stake of 62 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in UNB in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 35 funds tracked by Wall St. Rank hold UNB as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Union Bankshares position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 62 Union Bankshares shares in Q2 2021, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Union Bankshares in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Union Bankshares position peaked at $2K in Q1 2021.
  • 35 funds tracked by Wall St. Rank held Union Bankshares as of Q2 2021.

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