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Wealthspire Advisors (Maryland)’s Argan AGX Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio AGX Stock Details AGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-75
Closed -$3K – 2465
2018
Q4 		$3K Buy
+75
New +$3.17K ﹤0.01% 1905

Other funds holding AGX

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $933M AUM 56.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Argan (AGX) in Q1 2019, closing a stake of 75 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in AGX in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 128 funds tracked by Wall St. Rank hold AGX as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Argan position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 75 Argan shares in Q1 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Argan in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Argan position peaked at $3K in Q4 2018.
  • 128 funds tracked by Wall St. Rank held Argan as of Q1 2019.

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