RWM
SASR

Rockwood Wealth Management’s Sandy Spring Bancorp Inc SASR Stock Holding History

Rockwood Wealth Management’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
2022
Q1 		– Sell
-12,217
Closed -$587K – 127
2021
Q4 		$587K Buy
+12,217
New +$592K 0.26% 42

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Rockwood Wealth Management's SASR Position: Q1 2022 in Review

Rockwood Wealth Management sold out of Sandy Spring Bancorp Inc (SASR) in Q1 2022, closing a stake of 12,217 shares — an estimated $587K sold.

Rockwood Wealth Management first reported a position in SASR in Q4 2021 and held it in 1 quarter. The position peaked at $587K in Q4 2021. 198 funds tracked by Wall St. Rank hold SASR as of Q1 2022.

  • Rockwood Wealth Management reported no remaining Sandy Spring Bancorp Inc position as of Q1 2022 after selling out during the quarter.
  • Rockwood Wealth Management sold 12,217 Sandy Spring Bancorp Inc shares in Q1 2022, an estimated $587K.
  • Rockwood Wealth Management first reported a position in Sandy Spring Bancorp Inc in Q4 2021 and held it in 1 quarter.
  • Rockwood Wealth Management's Sandy Spring Bancorp Inc position peaked at $587K in Q4 2021.
  • 198 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q1 2022.

Based on Rockwood Wealth Management's 13F filing for Q1 2022, filed 20 Jul 2023.