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Wealthspire Advisors (Maryland)’s Anterix ATEX Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ATEX Stock Details ATEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-4
Closed – – 572
2019
Q1 		$0 Hold
4
– – ﹤0.01% 2472
2018
Q4 		$0 Buy
+4
New +$156 ﹤0.01% 2425
2017
Q2 		– Sell
-6
Closed – – 2190
2017
Q1 		$0 Sell
6
-2
-25% -$45 ﹤0.01% 1914
2016
Q4 		$0 Buy
+8
New +$193 ﹤0.01% 1746

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LCM
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Allianz Asset Management
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AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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QF
QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Anterix (ATEX) in Q2 2019, closing a stake of 4 shares.

Wealthspire Advisors (Maryland) first reported a position in ATEX in Q4 2016 and held it in 4 quarters. The position peaked at $0 in Q1 2019. 75 funds tracked by Wall St. Rank hold ATEX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Anterix position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 4 Anterix shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in Anterix in Q4 2016 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Anterix position peaked at $0 in Q1 2019.
  • 75 funds tracked by Wall St. Rank held Anterix as of Q2 2019.

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