HWA
SASR

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

HCR 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
2023
Q1 		– Sell
-7,350
Closed -$259K – 183
2022
Q4 		$259K Hold
7,350
– – 0.05% 146
2022
Q3 		$259K Hold
7,350
– – 0.06% 144
2022
Q2 		$287K Hold
7,350
– – 0.06% 140
2022
Q1 		$330K Buy
+7,350
New +$347K 0.05% 151

Other funds holding SASR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HCR Wealth Advisors's SASR Position: Q1 2023 in Review

HCR Wealth Advisors sold out of Sandy Spring Bancorp Inc (SASR) in Q1 2023, closing a stake of 7,350 shares — an estimated $259K sold.

HCR Wealth Advisors first reported a position in SASR in Q1 2022 and held it in 4 quarters. The position peaked at $330K in Q1 2022. 192 funds tracked by Wall St. Rank hold SASR as of Q1 2023.

  • HCR Wealth Advisors reported no remaining Sandy Spring Bancorp Inc position as of Q1 2023 after selling out during the quarter.
  • HCR Wealth Advisors sold 7,350 Sandy Spring Bancorp Inc shares in Q1 2023, an estimated $259K.
  • HCR Wealth Advisors first reported a position in Sandy Spring Bancorp Inc in Q1 2022 and held it in 4 quarters.
  • HCR Wealth Advisors's Sandy Spring Bancorp Inc position peaked at $330K in Q1 2022.
  • 192 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q1 2023.

Based on HCR Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.