SWP
SASR

Stratos Wealth Partners’s Sandy Spring Bancorp Inc SASR Stock Holding History

Stratos Wealth Partners’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
2025
Q1 		– Sell
-6,380
Closed -$215K – 1520
2024
Q4 		$215K Sell
6,380
-760
-11% -$26.5K ﹤0.01% 1318
2024
Q3 		$224K Buy
+7,140
New +$211K ﹤0.01% 1287
2022
Q3 		– Sell
-5,813
Closed -$227K – 1244
2022
Q2 		$227K Sell
5,813
-3,137
-35% -$128K 0.01% 1038
2022
Q1 		$402K Buy
+8,950
New +$422K 0.01% 890
2019
Q4 		– Sell
-7,252
Closed -$244K – 1013
2019
Q3 		$244K Sell
7,252
-19
-0.3% -$659 0.01% 801
2019
Q2 		$254K Sell
7,271
-1,778
-20% -$59.8K 0.01% 791
2019
Q1 		$283K Buy
9,049
+306
+3% +$10.1K 0.01% 742
2018
Q4 		$274K Buy
8,743
+256
+3% +$9.03K 0.01% 688
2018
Q3 		$334K Buy
8,487
+5
+0.1% +$200 0.01% 676
2018
Q2 		$348K Buy
8,482
+621
+8% +$25.4K 0.02% 688
2018
Q1 		$305K Buy
7,861
+1,270
+19% +$49.5K 0.01% 714
2017
Q4 		$257K Sell
6,591
-1,376
-17% -$55.2K 0.01% 768
2017
Q3 		$330K Buy
7,967
+1,301
+20% +$51.1K 0.02% 649
2017
Q2 		$271K Buy
6,666
+551
+9% +$22.5K 0.01% 672
2017
Q1 		$251K Buy
6,115
+301
+5% +$12.5K 0.01% 640
2016
Q4 		$233K Buy
+5,814
New +$201K 0.01% 603

Other funds holding SASR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stratos Wealth Partners's SASR Position: Q1 2025 in Review

Stratos Wealth Partners sold out of Sandy Spring Bancorp Inc (SASR) in Q1 2025, closing a stake of 6,380 shares — an estimated $215K sold.

Stratos Wealth Partners first reported a position in SASR in Q4 2016 and held it in 16 quarters. The position peaked at $402K in Q1 2022. 215 funds tracked by Wall St. Rank hold SASR as of Q1 2025.

  • Stratos Wealth Partners reported no remaining Sandy Spring Bancorp Inc position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 6,380 Sandy Spring Bancorp Inc shares in Q1 2025, an estimated $215K.
  • Stratos Wealth Partners first reported a position in Sandy Spring Bancorp Inc in Q4 2016 and held it in 16 quarters.
  • Stratos Wealth Partners's Sandy Spring Bancorp Inc position peaked at $402K in Q1 2022.
  • 215 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q1 2025.

Based on Stratos Wealth Partners's 13F filing for Q1 2025, filed 30 Apr 2025.