WAM
BFX

Wealthspire Advisors (Maryland)’s BowFlex Inc. BFX Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio BFX Stock Details BFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-255
Closed -$1K – 2193
2019
Q1 		$1K Buy
+255
New +$1.97K ﹤0.01% 2424
2018
Q4 		– Sell
-51
Closed -$1K – 2599
2018
Q3 		$1K Hold
51
– – ﹤0.01% 2342
2018
Q2 		$1K Hold
51
– – ﹤0.01% 2381
2018
Q1 		$1K Buy
+51
New +$646 ﹤0.01% 2427
2017
Q4 		– Sell
-6
Closed – – 2586
2017
Q3 		$0 Buy
+6
New +$103 ﹤0.01% 2510

Other funds holding BFX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of BowFlex Inc. (BFX) in Q2 2019, closing a stake of 255 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in BFX in Q3 2017 and held it in 5 quarters. The position peaked at $1K in Q1 2019. 114 funds tracked by Wall St. Rank hold BFX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining BowFlex Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 255 BowFlex Inc. shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in BowFlex Inc. in Q3 2017 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s BowFlex Inc. position peaked at $1K in Q1 2019.
  • 114 funds tracked by Wall St. Rank held BowFlex Inc. as of Q2 2019.

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