BWA
SASR

Burt Wealth Advisors’s Sandy Spring Bancorp Inc SASR Stock Holding History

Burt Wealth Advisors’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
2021
Q1 		– Sell
-597
Closed -$19K – 375
2020
Q4 		$19K Hold
597
– – 0.01% 246
2020
Q3 		$14K Hold
597
– – 0.01% 265
2020
Q2 		$15K Hold
597
– – 0.01% 246
2020
Q1 		$14K Hold
597
– – 0.01% 249
2019
Q4 		$23K Hold
597
– – 0.01% 227
2019
Q3 		$20K Hold
597
– – 0.01% 242
2019
Q2 		$21K Buy
+597
New +$20.1K 0.01% 235

Other funds holding SASR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Burt Wealth Advisors's SASR Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Sandy Spring Bancorp Inc (SASR) in Q1 2021, closing a stake of 597 shares — an estimated $19K sold.

Burt Wealth Advisors first reported a position in SASR in Q2 2019 and held it in 7 quarters. The position peaked at $23K in Q4 2019. 195 funds tracked by Wall St. Rank hold SASR as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Sandy Spring Bancorp Inc position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 597 Sandy Spring Bancorp Inc shares in Q1 2021, an estimated $19K.
  • Burt Wealth Advisors first reported a position in Sandy Spring Bancorp Inc in Q2 2019 and held it in 7 quarters.
  • Burt Wealth Advisors's Sandy Spring Bancorp Inc position peaked at $23K in Q4 2019.
  • 195 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.