Wealth Enhancement Advisory Services’s Sandy Spring Bancorp Inc SASR Stock Holding History

Wealth Enhancement Advisory Services’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 Q2	–	Sell	-26,573	Closed	-$743K	–	3517
2025 Q1	$743K	Buy	26,573 +221	+0.8%	+$7.03K	﹤0.01%	1779
2024 Q4	$888K	Buy	26,352 +287	+1%	+$10K	﹤0.01%	1615
2024 Q3	$818K	Buy	26,065 +609	+2%	+$18K	﹤0.01%	1508
2024 Q2	$620K	Buy	25,456 +723	+3%	+$16.1K	﹤0.01%	1508
2024 Q1	$573K	Buy	24,733 +459	+2%	+$10.8K	﹤0.01%	1498
2023 Q4	$661K	Sell	24,274 -631	-3%	-$14.2K	﹤0.01%	1347
2023 Q3	$534K	Buy	+24,905	New	+$569K	﹤0.01%	1392

Other funds holding SASR

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Wealth Enhancement Advisory Services's SASR Position: Q2 2025 in Review

Wealth Enhancement Advisory Services sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2025, closing a stake of 26,573 shares — an estimated $743K sold.

Wealth Enhancement Advisory Services first reported a position in SASR in Q3 2023 and held it in 7 quarters. The position peaked at $888K in Q4 2024. 2 funds tracked by Wall St. Rank hold SASR as of Q2 2025.

Wealth Enhancement Advisory Services reported no remaining Sandy Spring Bancorp Inc position as of Q2 2025 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 26,573 Sandy Spring Bancorp Inc shares in Q2 2025, an estimated $743K.
Wealth Enhancement Advisory Services first reported a position in Sandy Spring Bancorp Inc in Q3 2023 and held it in 7 quarters.
Wealth Enhancement Advisory Services's Sandy Spring Bancorp Inc position peaked at $888K in Q4 2024.
2 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.