WAM
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Wealthspire Advisors (Maryland)’s ATI ATI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ATI Stock Details ATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-105
Closed -$3K – 575
2019
Q1 		$3K Buy
105
+72
+218% +$1.9K ﹤0.01% 1971
2018
Q4 		$1K Sell
33
-28
-46% -$726 ﹤0.01% 2219
2018
Q3 		$2K Hold
61
– – ﹤0.01% 2127
2018
Q2 		$2K Hold
61
– – ﹤0.01% 2120
2018
Q1 		$1K Sell
61
-40
-40% -$1.07K ﹤0.01% 2296
2017
Q4 		$2K Buy
101
+12
+13% +$286 ﹤0.01% 2085
2017
Q3 		$2K Sell
89
-4
-4% -$79 ﹤0.01% 1956
2017
Q2 		$2K Hold
93
– – ﹤0.01% 1961
2017
Q1 		$2K Buy
93
+67
+258% +$1.26K ﹤0.01% 1672
2016
Q4 		$0 Hold
26
– – ﹤0.01% 1748
2016
Q3 		$0 Hold
26
– – ﹤0.01% 1728
2016
Q2 		$0 Hold
26
– – ﹤0.01% 1689
2016
Q1 		$0 Sell
26
-51
-66% -$621 ﹤0.01% 1743
2015
Q4 		$1K Buy
+77
New +$1.06K ﹤0.01% 1593

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
FCM
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return