WCM
WVFC

Wealthcare Capital Management’s WVS Financial Corp WVFC Stock Holding History

Wealthcare Capital Management’s Portfolio WVFC Stock Details WVFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-308
Closed -$5K – 746
2021
Q1 		$5K Buy
+308
New +$4.68K ﹤0.01% 401

Other funds holding WVFC

RB
Rodgers Brothers Harmony, Pennsylvania $866M AUM 30.05% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Wealthcare Capital Management sold out of WVS Financial Corp (WVFC) in Q2 2021, closing a stake of 308 shares — an estimated $5K sold.

Wealthcare Capital Management first reported a position in WVFC in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 12 funds tracked by Wall St. Rank hold WVFC as of Q2 2021.

  • Wealthcare Capital Management reported no remaining WVS Financial Corp position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 308 WVS Financial Corp shares in Q2 2021, an estimated $5K.
  • Wealthcare Capital Management first reported a position in WVS Financial Corp in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's WVS Financial Corp position peaked at $5K in Q1 2021.
  • 12 funds tracked by Wall St. Rank held WVS Financial Corp as of Q2 2021.

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