WAM
AABA

Wealthspire Advisors (Maryland)’s Altaba Inc AABA Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio AABA Stock Details AABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-3,554
Closed -$247K – 496
2019
Q2 		$247K Buy
3,554
+880
+33% +$61.6K 0.02% 392
2019
Q1 		$198K Sell
2,674
-1,700
-39% -$117K 0.01% 440
2018
Q4 		$253K Sell
4,374
-400
-8% -$24.7K 0.02% 359
2018
Q3 		$325K Sell
4,774
-595
-11% -$41.9K 0.03% 339
2018
Q2 		$393K Buy
5,369
+100
+2% +$7.49K 0.04% 292
2018
Q1 		$390K Sell
5,269
-348
-6% -$26.2K 0.04% 300
2017
Q4 		$392K Buy
5,617
+2,043
+57% +$142K 0.04% 311
2017
Q3 		$237K Buy
3,574
+200
+6% +$12.3K 0.03% 424
2017
Q2 		$184K Buy
+3,374
New +$184K 0.02% 479

Other funds holding AABA

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OCAM
Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AABA Position: Q3 2019 in Review

Wealthspire Advisors (Maryland) sold out of Altaba Inc (AABA) in Q3 2019, closing a stake of 3,554 shares — an estimated $247K sold.

Wealthspire Advisors (Maryland) first reported a position in AABA in Q2 2017 and held it in 9 quarters. The position peaked at $393K in Q2 2018. 294 funds tracked by Wall St. Rank hold AABA as of Q3 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Altaba Inc position as of Q3 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,554 Altaba Inc shares in Q3 2019, an estimated $247K.
  • Wealthspire Advisors (Maryland) first reported a position in Altaba Inc in Q2 2017 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s Altaba Inc position peaked at $393K in Q2 2018.
  • 294 funds tracked by Wall St. Rank held Altaba Inc as of Q3 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2019, filed 13 Nov 2019.