WAM
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Wealthspire Advisors (Maryland)’s ACI Worldwide ACIW Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ACIW Stock Details ACIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-2,707
Closed -$89K – 474
2019
Q1 		$89K Sell
2,707
-635
-19% -$19.3K 0.01% 682
2018
Q4 		$92K Buy
3,342
+762
+30% +$20.6K 0.01% 632
2018
Q3 		$73K Buy
2,580
+17
+0.7% +$464 0.01% 815
2018
Q2 		$63K Buy
2,563
+141
+6% +$3.44K 0.01% 893
2018
Q1 		$57K Sell
2,422
-103
-4% -$2.44K 0.01% 925
2017
Q4 		$57K Buy
2,525
+110
+5% +$2.55K 0.01% 948
2017
Q3 		$55K Buy
2,415
+408
+20% +$9.24K 0.01% 933
2017
Q2 		$45K Buy
2,007
+375
+23% +$8.39K 0.01% 988
2017
Q1 		$35K Buy
1,632
+112
+7% +$2.27K 0.01% 909
2016
Q4 		$28K Buy
1,520
+205
+16% +$3.84K ﹤0.01% 925
2016
Q3 		$25K Buy
1,315
+10
+0.8% +$190 ﹤0.01% 993
2016
Q2 		$25K Buy
1,305
+223
+21% +$4.53K ﹤0.01% 918
2016
Q1 		$22K Buy
1,082
+115
+12% +$2.17K ﹤0.01% 938
2015
Q4 		$21K Buy
+967
New +$22.3K ﹤0.01% 943

Other funds holding ACIW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return