TrueWealth LLC’s Stratasys SSYS Stock Holding History

TrueWealth LLC’s Portfolio SSYS Stock Details SSYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-240	Closed	-$6K	–	804
2018 Q3	$6K	Hold	240	–	–	﹤0.01%	586
2018 Q2	$5K	Buy	+240	New	+$4.74K	﹤0.01%	624

Other funds holding SSYS

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

TrueWealth LLC's SSYS Position: Q4 2018 in Review

TrueWealth LLC sold out of Stratasys (SSYS) in Q4 2018, closing a stake of 240 shares — an estimated $6K sold.

TrueWealth LLC first reported a position in SSYS in Q2 2018 and held it in 2 quarters. The position peaked at $6K in Q3 2018. 167 funds tracked by Wall St. Rank hold SSYS as of Q4 2018.

TrueWealth LLC reported no remaining Stratasys position as of Q4 2018 after selling out during the quarter.
TrueWealth LLC sold 240 Stratasys shares in Q4 2018, an estimated $6K.
TrueWealth LLC first reported a position in Stratasys in Q2 2018 and held it in 2 quarters.
TrueWealth LLC's Stratasys position peaked at $6K in Q3 2018.
167 funds tracked by Wall St. Rank held Stratasys as of Q4 2018.

Based on TrueWealth LLC's 13F filing for Q4 2018, filed 18 Jan 2019.