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Wealthspire Advisors (Maryland)’s Applied Optoelectronics AAOI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio AAOI Stock Details AAOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-55
Closed -$1K – 2461
2018
Q4 		$1K Buy
55
+10
+22% +$202 ﹤0.01% 2205
2018
Q3 		$1K Hold
45
– – ﹤0.01% 2247
2018
Q2 		$2K Buy
45
+12
+36% +$426 ﹤0.01% 2110
2018
Q1 		$1K Buy
33
+5
+18% +$156 ﹤0.01% 2282
2017
Q4 		$1K Buy
28
+24
+600% +$1.06K ﹤0.01% 2232
2017
Q3 		$0 Buy
+4
New +$283 ﹤0.01% 2225
2017
Q2 		– Sell
-200
Closed -$11K – 2177
2017
Q1 		$11K Buy
+200
New +$7.89K ﹤0.01% 1290

Other funds holding AAOI

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AAOI Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of Applied Optoelectronics (AAOI) in Q1 2019, closing a stake of 55 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in AAOI in Q1 2017 and held it in 7 quarters. The position peaked at $11K in Q1 2017. 137 funds tracked by Wall St. Rank hold AAOI as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Applied Optoelectronics position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 55 Applied Optoelectronics shares in Q1 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Applied Optoelectronics in Q1 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Applied Optoelectronics position peaked at $11K in Q1 2017.
  • 137 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.