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Wealthspire Advisors (Maryland)’s Apogee Enterprises APOG Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio APOG Stock Details APOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-73
Closed -$3K – 548
2019
Q1 		$3K Sell
73
-6
-8% -$208 ﹤0.01% 1968
2018
Q4 		$2K Buy
79
+4
+5% +$143 ﹤0.01% 2051
2018
Q3 		$3K Buy
75
+5
+7% +$242 ﹤0.01% 1996
2018
Q2 		$3K Buy
70
+41
+141% +$1.76K ﹤0.01% 1970
2018
Q1 		$1K Sell
29
-11
-28% -$491 ﹤0.01% 2291
2017
Q4 		$2K Buy
+40
New +$1.91K ﹤0.01% 2084

Other funds holding APOG

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
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Apogee Enterprises (APOG) in Q2 2019, closing a stake of 73 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in APOG in Q4 2017 and held it in 6 quarters. The position peaked at $3K in Q1 2019. 187 funds tracked by Wall St. Rank hold APOG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Apogee Enterprises position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 73 Apogee Enterprises shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Apogee Enterprises in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Apogee Enterprises position peaked at $3K in Q1 2019.
  • 187 funds tracked by Wall St. Rank held Apogee Enterprises as of Q2 2019.

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