RIA
SASR

Realta Investment Advisors’s Sandy Spring Bancorp Inc SASR Stock Holding History

Realta Investment 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
-500
Closed -$18K – 1457
2019
Q4 		$18K Hold
500
– – ﹤0.01% 969
2019
Q3 		$17K Sell
500
-437
-47% -$15.1K ﹤0.01% 973
2019
Q2 		$32K Buy
937
+437
+87% +$14.7K 0.01% 789
2019
Q1 		$16K Buy
+500
New +$16.5K 0.01% 817

Other funds holding SASR

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
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

Realta Investment Advisors's SASR Position: Q1 2020 in Review

Realta Investment Advisors sold out of Sandy Spring Bancorp Inc (SASR) in Q1 2020, closing a stake of 500 shares — an estimated $18K sold.

Realta Investment Advisors first reported a position in SASR in Q1 2019 and held it in 4 quarters. The position peaked at $32K in Q2 2019. 171 funds tracked by Wall St. Rank hold SASR as of Q1 2020.

  • Realta Investment Advisors reported no remaining Sandy Spring Bancorp Inc position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 500 Sandy Spring Bancorp Inc shares in Q1 2020, an estimated $18K.
  • Realta Investment Advisors first reported a position in Sandy Spring Bancorp Inc in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Sandy Spring Bancorp Inc position peaked at $32K in Q2 2019.
  • 171 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.