AG
SHSP

Advisor Group’s SharpSpring, Inc. SHSP Stock Holding History

Advisor Group’s Portfolio SHSP Stock Details SHSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$69K Hold
6,000
– – ﹤0.01% 3208
2019
Q3 		$58K Hold
6,000
– – ﹤0.01% 3284
2019
Q2 		$78K Hold
6,000
– – ﹤0.01% 3055
2019
Q1 		$96K Sell
6,000
-6,176
-51% -$89K ﹤0.01% 2901
2018
Q4 		$154K Buy
12,176
+4,176
+52% +$51.9K ﹤0.01% 2290
2018
Q3 		$112K Hold
8,000
– – ﹤0.01% 2684
2018
Q2 		$70K Hold
8,000
– – ﹤0.01% 2823
2018
Q1 		$51K Buy
+8,000
New +$39.4K ﹤0.01% 3055

Other funds holding SHSP

CRCM
Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisor Group's SHSP Position: Q4 2019 in Review

Advisor Group held its SharpSpring, Inc. (SHSP) position steady in Q4 2019 at 6,000 shares worth $69K. The position accounts for ﹤0.01% of the portfolio, ranked #3208.

Advisor Group first reported a position in SHSP in Q1 2018 and has held it in 8 quarters since. The position peaked at $154K in Q4 2018. 45 funds tracked by Wall St. Rank hold SHSP as of Q4 2019.

  • Advisor Group held 6,000 shares of SharpSpring, Inc. worth $69K as of Q4 2019.
  • Advisor Group left its SharpSpring, Inc. share count unchanged in Q4 2019.
  • SharpSpring, Inc. made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3208 holding.
  • Advisor Group first reported a position in SharpSpring, Inc. in Q1 2018 and has held it in 8 quarters since.
  • Advisor Group's SharpSpring, Inc. position peaked at $154K in Q4 2018.
  • 45 funds tracked by Wall St. Rank held SharpSpring, Inc. as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.