IWP
AADR icon

Icon Wealth Partners’s AdvisorShares Dorsey Wright ADR ETF AADR Stock Holding History

Icon Wealth Partners’s Portfolio AADR Stock Details AADR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-8
Closed – – 165
2019
Q1 		$0 Buy
+8
New +$355 ﹤0.01% 886

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WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWM
Sequoia Wealth Management Hoffman Estates, Illinois $12.9M AUM 25.75% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Icon Wealth Partners's AADR Position: Q2 2019 in Review

Icon Wealth Partners sold out of AdvisorShares Dorsey Wright ADR ETF (AADR) in Q2 2019, closing a stake of 8 shares.

Icon Wealth Partners first reported a position in AADR in Q1 2019 and held it in 1 quarter. The position peaked at $0 in Q1 2019. 32 funds tracked by Wall St. Rank hold AADR as of Q2 2019.

  • Icon Wealth Partners reported no remaining AdvisorShares Dorsey Wright ADR ETF position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 8 AdvisorShares Dorsey Wright ADR ETF shares in Q2 2019.
  • Icon Wealth Partners first reported a position in AdvisorShares Dorsey Wright ADR ETF in Q1 2019 and held it in 1 quarter.
  • Icon Wealth Partners's AdvisorShares Dorsey Wright ADR ETF position peaked at $0 in Q1 2019.
  • 32 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright ADR ETF as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.