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Wealthcare Capital Management’s Solitario Resources XPL Stock Holding History

Wealthcare Capital Management’s Portfolio XPL Stock Details XPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,419
Closed -$2K – 690
2021
Q1 		$2K Buy
+2,419
New +$2.05K ﹤0.01% 620

Other funds holding XPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JAMONY
Jacob Asset Management of New York Hermosa Beach, California $70.9M AUM 14.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wealthcare Capital Management sold out of Solitario Resources (XPL) in Q2 2021, closing a stake of 2,419 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in XPL in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 28 funds tracked by Wall St. Rank hold XPL as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Solitario Resources position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 2,419 Solitario Resources shares in Q2 2021, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Solitario Resources in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Solitario Resources position peaked at $2K in Q1 2021.
  • 28 funds tracked by Wall St. Rank held Solitario Resources as of Q2 2021.

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