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Wealthcare Capital Management’s Werner Enterprises WERN Stock Holding History

Wealthcare Capital Management’s Portfolio WERN Stock Details WERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-42
Closed -$2K – 668
2021
Q1 		$2K Buy
+42
New +$1.83K ﹤0.01% 616

Other funds holding WERN

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Wealthcare Capital Management sold out of Werner Enterprises (WERN) in Q2 2021, closing a stake of 42 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in WERN in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 263 funds tracked by Wall St. Rank hold WERN as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Werner Enterprises position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 42 Werner Enterprises shares in Q2 2021, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Werner Enterprises in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Werner Enterprises position peaked at $2K in Q1 2021.
  • 263 funds tracked by Wall St. Rank held Werner Enterprises as of Q2 2021.

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