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Wealthspire Advisors (Maryland)’s Autoliv ALV Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ALV Stock Details ALV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-115
Closed -$8K – 519
2019
Q1 		$8K Sell
115
-21
-15% -$1.63K ﹤0.01% 1602
2018
Q4 		$10K Sell
136
-5
-4% -$406 ﹤0.01% 1454
2018
Q3 		$12K Sell
141
-55
-28% -$5.24K ﹤0.01% 1453
2018
Q2 		$20K Hold
196
– – ﹤0.01% 1307
2018
Q1 		$21K Buy
196
+4
+2% +$412 ﹤0.01% 1274
2017
Q4 		$18K Buy
192
+30
+19% +$2.72K ﹤0.01% 1357
2017
Q3 		$14K Sell
162
-23
-12% -$1.87K ﹤0.01% 1427
2017
Q2 		$15K Buy
185
+78
+73% +$5.91K ﹤0.01% 1358
2017
Q1 		$8K Buy
107
+13
+14% +$1.01K ﹤0.01% 1394
2016
Q4 		$8K Buy
94
+7
+8% +$520 ﹤0.01% 1281
2016
Q3 		$7K Hold
87
– – ﹤0.01% 1311
2016
Q2 		$7K Hold
87
– – ﹤0.01% 1257
2016
Q1 		$7K Hold
87
– – ﹤0.01% 1246
2015
Q4 		$8K Buy
+87
New +$7.62K ﹤0.01% 1241

Other funds holding ALV

CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Autoliv (ALV) in Q2 2019, closing a stake of 115 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in ALV in Q4 2015 and held it in 14 quarters. The position peaked at $21K in Q1 2018. 215 funds tracked by Wall St. Rank hold ALV as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Autoliv position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 115 Autoliv shares in Q2 2019, an estimated $8K.
  • Wealthspire Advisors (Maryland) first reported a position in Autoliv in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Autoliv position peaked at $21K in Q1 2018.
  • 215 funds tracked by Wall St. Rank held Autoliv as of Q2 2019.

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