SPIA
WLH

Steward Partners Investment Advisory’s WILLIAM LYON HOMES WLH Stock Holding History

Steward Partners Investment Advisory’s Portfolio WLH Stock Details WLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,600
Closed -$31K – 2849
2019
Q4 		$31K Sell
1,600
-2,600
-62% -$53.1K ﹤0.01% 1612
2019
Q3 		$85K Hold
4,200
– – ﹤0.01% 1152
2019
Q2 		$76K Buy
+4,200
New +$75.7K ﹤0.01% 1178
2018
Q4 		– Sell
-4,200
Closed -$67K – 2621
2018
Q3 		$67K Hold
4,200
– – ﹤0.01% 1082
2018
Q2 		$97K Hold
4,200
– – 0.01% 863
2018
Q1 		$115K Buy
4,200
+125
+3% +$3.48K 0.01% 738
2017
Q4 		$118K Buy
+4,075
New +$110K 0.01% 618

Other funds holding WLH

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Steward Partners Investment Advisory's WLH Position: Q1 2020 in Review

Steward Partners Investment Advisory sold out of WILLIAM LYON HOMES (WLH) in Q1 2020, closing a stake of 1,600 shares — an estimated $31K sold.

Steward Partners Investment Advisory first reported a position in WLH in Q4 2017 and held it in 7 quarters. The position peaked at $118K in Q4 2017. 1 fund tracked by Wall St. Rank holds WLH as of Q1 2020.

  • Steward Partners Investment Advisory reported no remaining WILLIAM LYON HOMES position as of Q1 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,600 WILLIAM LYON HOMES shares in Q1 2020, an estimated $31K.
  • Steward Partners Investment Advisory first reported a position in WILLIAM LYON HOMES in Q4 2017 and held it in 7 quarters.
  • Steward Partners Investment Advisory's WILLIAM LYON HOMES position peaked at $118K in Q4 2017.
  • 1 fund tracked by Wall St. Rank held WILLIAM LYON HOMES as of Q1 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2020, filed 29 Apr 2020.