HFA
SASR

HC Financial Advisors’s Sandy Spring Bancorp Inc SASR Stock Holding History

HC Financial 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
Q2 		– Sell
-190
Closed -$8K – 369
2021
Q1 		$8K Hold
190
– – ﹤0.01% 274
2020
Q4 		$6K Hold
190
– – ﹤0.01% 296
2020
Q3 		$4K Hold
190
– – ﹤0.01% 329
2020
Q2 		$5K Hold
190
– – ﹤0.01% 295
2020
Q1 		$4K Buy
+190
New +$6.05K ﹤0.01% 323

Other funds holding SASR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

HC Financial Advisors's SASR Position: Q2 2021 in Review

HC Financial Advisors sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2021, closing a stake of 190 shares — an estimated $8K sold.

HC Financial Advisors first reported a position in SASR in Q1 2020 and held it in 5 quarters. The position peaked at $8K in Q1 2021. 196 funds tracked by Wall St. Rank hold SASR as of Q2 2021.

  • HC Financial Advisors reported no remaining Sandy Spring Bancorp Inc position as of Q2 2021 after selling out during the quarter.
  • HC Financial Advisors sold 190 Sandy Spring Bancorp Inc shares in Q2 2021, an estimated $8K.
  • HC Financial Advisors first reported a position in Sandy Spring Bancorp Inc in Q1 2020 and held it in 5 quarters.
  • HC Financial Advisors's Sandy Spring Bancorp Inc position peaked at $8K in Q1 2021.
  • 196 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2021.

Based on HC Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.