WAM
BID

Wealthspire Advisors (Maryland)’s Sotheby's BID Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio BID Stock Details BID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-568
Closed -$21K – 2450
2019
Q1 		$21K Buy
568
+33
+6% +$1.32K ﹤0.01% 1264
2018
Q4 		$21K Buy
+535
New +$21.8K ﹤0.01% 1196
2018
Q3 		– Sell
-8
Closed – – 2595
2018
Q2 		$0 Hold
8
– – ﹤0.01% 2668
2018
Q1 		$0 Buy
+8
New +$408 ﹤0.01% 2716

Other funds holding BID

TAMH
Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Sotheby's (BID) in Q2 2019, closing a stake of 568 shares — an estimated $21K sold.

Wealthspire Advisors (Maryland) first reported a position in BID in Q1 2018 and held it in 4 quarters. The position peaked at $21K in Q1 2019. 210 funds tracked by Wall St. Rank hold BID as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Sotheby's position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 568 Sotheby's shares in Q2 2019, an estimated $21K.
  • Wealthspire Advisors (Maryland) first reported a position in Sotheby's in Q1 2018 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Sotheby's position peaked at $21K in Q1 2019.
  • 210 funds tracked by Wall St. Rank held Sotheby's as of Q2 2019.

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