WAP
SASR

Wealthcare Advisory Partners’s Sandy Spring Bancorp Inc SASR Stock Holding History

Wealthcare Advisory 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
2021
Q2 		– Sell
-225
Closed -$10K – 1951
2021
Q1 		$10K Buy
+225
New +$8.55K ﹤0.01% 1461
2020
Q2 		– Sell
-350
Closed -$8K – 1417
2020
Q1 		$8K Hold
350
– – ﹤0.01% 995
2019
Q4 		$13K Buy
+350
New +$12.3K ﹤0.01% 881

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wealthcare Advisory Partners's SASR Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Sandy Spring Bancorp Inc (SASR) in Q2 2021, closing a stake of 225 shares — an estimated $10K sold.

Wealthcare Advisory Partners first reported a position in SASR in Q4 2019 and held it in 3 quarters. The position peaked at $13K in Q4 2019. 196 funds tracked by Wall St. Rank hold SASR as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Sandy Spring Bancorp Inc position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 225 Sandy Spring Bancorp Inc shares in Q2 2021, an estimated $10K.
  • Wealthcare Advisory Partners first reported a position in Sandy Spring Bancorp Inc in Q4 2019 and held it in 3 quarters.
  • Wealthcare Advisory Partners's Sandy Spring Bancorp Inc position peaked at $13K in Q4 2019.
  • 196 funds tracked by Wall St. Rank held Sandy Spring Bancorp Inc as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.