Wealthspire Advisors (Maryland)’s Biglari Holdings Class B BH Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio BH Stock Details BH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-39	Closed	-$6K	–	635
2019 Q1	$6K	Hold	39	–	–	﹤0.01%	1723
2018 Q4	$4K	Hold	39	–	–	﹤0.01%	1789
2018 Q3	$7K	Buy	+39	New	+$7.46K	﹤0.01%	1641
2018 Q2	–	Sell	-68	Closed	-$18K	–	2435
2018 Q1	$18K	Hold	68	–	–	﹤0.01%	1325
2017 Q4	$19K	Buy	68 +8	+13%	+$1.92K	﹤0.01%	1339
2017 Q3	$13K	Buy	60 +1	+2%	+$226	﹤0.01%	1465
2017 Q2	$16K	Hold	59	–	–	﹤0.01%	1340
2017 Q1	$17K	Hold	59	–	–	﹤0.01%	1138
2016 Q4	$18K	Hold	59	–	–	﹤0.01%	1046
2016 Q3	$17K	Hold	59	–	–	﹤0.01%	1103
2016 Q2	$16K	Hold	59	–	–	﹤0.01%	1063
2016 Q1	$14K	Hold	59	–	–	﹤0.01%	1096
2015 Q4	$13K	Buy	+59	New	+$14.3K	﹤0.01%	1111

Other funds holding BH

BCC

Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return

Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Biglari Holdings Class B (BH) in Q2 2019, closing a stake of 39 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in BH in Q4 2015 and held it in 13 quarters. The position peaked at $19K in Q4 2017. 61 funds tracked by Wall St. Rank hold BH as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Biglari Holdings Class B position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 39 Biglari Holdings Class B shares in Q2 2019, an estimated $6K.
Wealthspire Advisors (Maryland) first reported a position in Biglari Holdings Class B in Q4 2015 and held it in 13 quarters.
Wealthspire Advisors (Maryland)'s Biglari Holdings Class B position peaked at $19K in Q4 2017.
61 funds tracked by Wall St. Rank held Biglari Holdings Class B as of Q2 2019.

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