EWM
SASR

Edge Wealth Management’s Sandy Spring Bancorp Inc SASR Stock Holding History

Edge Wealth Management’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
2020
Q3 		– Sell
-2,000
Closed -$50K – 641
2020
Q2 		$50K Hold
2,000
– – 0.01% 276
2020
Q1 		$44K Buy
+2,000
New +$63.7K 0.01% 255

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Edge Wealth Management's SASR Position: Q3 2020 in Review

Edge Wealth Management sold out of Sandy Spring Bancorp Inc (SASR) in Q3 2020, closing a stake of 2,000 shares — an estimated $50K sold.

Edge Wealth Management first reported a position in SASR in Q1 2020 and held it in 2 quarters. The position peaked at $50K in Q2 2020. 156 funds tracked by Wall St. Rank hold SASR as of Q3 2020.

  • Edge Wealth Management reported no remaining Sandy Spring Bancorp Inc position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 2,000 Sandy Spring Bancorp Inc shares in Q3 2020, an estimated $50K.
  • Edge Wealth Management first reported a position in Sandy Spring Bancorp Inc in Q1 2020 and held it in 2 quarters.
  • Edge Wealth Management's Sandy Spring Bancorp Inc position peaked at $50K in Q2 2020.
  • 156 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.