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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 – 473
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 $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ACIW Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of ACI Worldwide (ACIW) in Q2 2019, closing a stake of 2,707 shares — an estimated $89K sold.

Wealthspire Advisors (Maryland) first reported a position in ACIW in Q4 2015 and held it in 14 quarters. The position peaked at $92K in Q4 2018. 268 funds tracked by Wall St. Rank hold ACIW as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining ACI Worldwide position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,707 ACI Worldwide shares in Q2 2019, an estimated $89K.
  • Wealthspire Advisors (Maryland) first reported a position in ACI Worldwide in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s ACI Worldwide position peaked at $92K in Q4 2018.
  • 268 funds tracked by Wall St. Rank held ACI Worldwide as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.