Allworth Financial’s Sandy Spring Bancorp Inc SASR Stock Holding History

Allworth Financial’s Portfolio SASR Stock Details SASR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-45	Closed	-$1.52K	–	4205
2024 Q4	$1.52K	Hold	45	–	–	﹤0.01%	3254
2024 Q3	$1.41K	Hold	45	–	–	﹤0.01%	3097
2024 Q2	$1.32K	Sell	45 -679	-94%	-$15.1K	﹤0.01%	3070
2024 Q1	$16.8K	Sell	724 -7	-1%	-$165	﹤0.01%	1869
2023 Q4	$19.9K	Buy	731 +249	+52%	+$5.62K	﹤0.01%	1656
2023 Q3	$10.3K	Sell	482 -422	-47%	-$9.64K	﹤0.01%	1834
2023 Q2	$20.5K	Buy	904 +319	+55%	+$7.32K	﹤0.01%	1515
2023 Q1	$15.2K	Buy	585 +444	+315%	+$14.3K	﹤0.01%	1611
2022 Q4	$4.97K	Buy	141 +101	+253%	+$3.54K	﹤0.01%	1899
2022 Q3	$1K	Buy	+40	New	+$1.58K	﹤0.01%	2565
2022 Q2	–	Sell	-648	Closed	-$29K	–	2892
2022 Q1	$29K	Buy	648 +637	+5,791%	+$30K	﹤0.01%	1097
2021 Q4	$1K	Buy	+11	New	+$533	﹤0.01%	1877

Other funds holding SASR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Allworth Financial's SASR Position: Q1 2025 in Review

Allworth Financial sold out of Sandy Spring Bancorp Inc (SASR) in Q1 2025, closing a stake of 45 shares — an estimated $1.52K sold.

Allworth Financial first reported a position in SASR in Q4 2021 and held it in 12 quarters. The position peaked at $29K in Q1 2022. 215 funds tracked by Wall St. Rank hold SASR as of Q1 2025.

Allworth Financial reported no remaining Sandy Spring Bancorp Inc position as of Q1 2025 after selling out during the quarter.
Allworth Financial sold 45 Sandy Spring Bancorp Inc shares in Q1 2025, an estimated $1.52K.
Allworth Financial first reported a position in Sandy Spring Bancorp Inc in Q4 2021 and held it in 12 quarters.
Allworth Financial's Sandy Spring Bancorp Inc position peaked at $29K in Q1 2022.
215 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q1 2025.

Based on Allworth Financial's 13F filing for Q1 2025, filed 30 Apr 2025.