WAM
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Wealthspire Advisors (Maryland)’s Blackbaud BLKB Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio BLKB Stock Details BLKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-718
Closed -$57K – 663
2019
Q1 		$57K Buy
718
+352
+96% +$25.8K ﹤0.01% 846
2018
Q4 		$23K Buy
366
+65
+22% +$4.68K ﹤0.01% 1140
2018
Q3 		$31K Buy
301
+2
+0.7% +$209 ﹤0.01% 1130
2018
Q2 		$31K Buy
299
+6
+2% +$619 ﹤0.01% 1136
2018
Q1 		$30K Sell
293
-18
-6% -$1.79K ﹤0.01% 1159
2017
Q4 		$29K Sell
311
-48
-13% -$4.62K ﹤0.01% 1203
2017
Q3 		$32K Sell
359
-79
-18% -$6.82K ﹤0.01% 1125
2017
Q2 		$38K Sell
438
-70
-14% -$5.74K ﹤0.01% 1034
2017
Q1 		$39K Sell
508
-95
-16% -$6.74K 0.01% 866
2016
Q4 		$39K Sell
603
-152
-20% -$9.72K 0.01% 839
2016
Q3 		$50K Buy
755
+50
+7% +$3.38K 0.01% 772
2016
Q2 		$48K Buy
705
+68
+11% +$4.3K 0.01% 742
2016
Q1 		$40K Buy
637
+8
+1% +$468 0.01% 756
2015
Q4 		$41K Buy
+629
New +$39.3K 0.01% 770

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Vanguard Group
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ACM
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BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return