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Dougherty Wealth Advisers’s Weibo WB Stock Holding History

Dougherty Wealth Advisers’s Portfolio WB Stock Details WB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-78
Closed -$4K – 221
2019
Q2 		$4K Hold
78
– – 0.01% 229
2019
Q1 		$5K Hold
78
– – 0.02% 186
2018
Q4 		$5K Buy
+78
New +$4.72K 0.02% 198

Other funds holding WB

AG
Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Dougherty Wealth Advisers's WB Position: Q3 2019 in Review

Dougherty Wealth Advisers sold out of Weibo (WB) in Q3 2019, closing a stake of 78 shares — an estimated $4K sold.

Dougherty Wealth Advisers first reported a position in WB in Q4 2018 and held it in 3 quarters. The position peaked at $5K in Q1 2019. 188 funds tracked by Wall St. Rank hold WB as of Q3 2019.

  • Dougherty Wealth Advisers reported no remaining Weibo position as of Q3 2019 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 78 Weibo shares in Q3 2019, an estimated $4K.
  • Dougherty Wealth Advisers first reported a position in Weibo in Q4 2018 and held it in 3 quarters.
  • Dougherty Wealth Advisers's Weibo position peaked at $5K in Q1 2019.
  • 188 funds tracked by Wall St. Rank held Weibo as of Q3 2019.

Based on Dougherty Wealth Advisers's 13F filing for Q3 2019, filed 12 Nov 2019.