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Wealthcare Capital Management’s Westwood Holdings Group WHG Stock Holding History

Wealthcare Capital Management’s Portfolio WHG Stock Details WHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-178
Closed -$3K – 671
2021
Q1 		$3K Buy
+178
New +$2.73K ﹤0.01% 521

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ACM
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Wealthcare Capital Management's WHG Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Westwood Holdings Group (WHG) in Q2 2021, closing a stake of 178 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in WHG in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 53 funds tracked by Wall St. Rank hold WHG as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Westwood Holdings Group position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 178 Westwood Holdings Group shares in Q2 2021, an estimated $3K.
  • Wealthcare Capital Management first reported a position in Westwood Holdings Group in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Westwood Holdings Group position peaked at $3K in Q1 2021.
  • 53 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q2 2021.

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