Wealthspire Advisors (Maryland)
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Wealthspire Advisors (Maryland)’s Accuray ARAY Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ARAY Stock Details ARAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,093
Closed -$5K – 2422
2018
Q1 		$5K Sell
1,093
-507
-32% -$2.66K ﹤0.01% 1788
2017
Q4 		$7K Sell
1,600
-197
-11% -$905 ﹤0.01% 1715
2017
Q3 		$7K Hold
1,797
– – ﹤0.01% 1680
2017
Q2 		$9K Hold
1,797
– – ﹤0.01% 1562
2017
Q1 		$9K Buy
+1,797
New +$9.36K ﹤0.01% 1361
2016
Q2 		– Sell
-350
Closed -$2K – 1685
2016
Q1 		$2K Buy
+350
New +$1.94K ﹤0.01% 1506

Other funds holding ARAY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.17B AUM 92.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vident Investment Advisory
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ARAY Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of Accuray (ARAY) in Q2 2018, closing a stake of 1,093 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in ARAY in Q1 2016 and held it in 6 quarters. The position peaked at $9K in Q2 2017. 122 funds tracked by Wall St. Rank hold ARAY as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Accuray position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,093 Accuray shares in Q2 2018, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in Accuray in Q1 2016 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Accuray position peaked at $9K in Q2 2017.
  • 122 funds tracked by Wall St. Rank held Accuray as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.