LFA
SASR

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

Lighthouse 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
2020
Q1 		– Sell
-79
Closed -$3K – 285
2019
Q4 		$3K Buy
+79
New +$2.79K ﹤0.01% 238

Other funds holding SASR

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WHG
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Lighthouse Financial Advisors's SASR Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of Sandy Spring Bancorp Inc (SASR) in Q1 2020, closing a stake of 79 shares — an estimated $3K sold.

Lighthouse Financial Advisors first reported a position in SASR in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 171 funds tracked by Wall St. Rank hold SASR as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining Sandy Spring Bancorp Inc position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 79 Sandy Spring Bancorp Inc shares in Q1 2020, an estimated $3K.
  • Lighthouse Financial Advisors first reported a position in Sandy Spring Bancorp Inc in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's Sandy Spring Bancorp Inc position peaked at $3K in Q4 2019.
  • 171 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.