WAM
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Wealthspire Advisors (Maryland)’s Broadridge BR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,407
Closed -$146K – 675
2019
Q1 		$146K Sell
1,407
-490
-26% -$49.2K 0.01% 522
2018
Q4 		$183K Sell
1,897
-394
-17% -$42.7K 0.02% 420
2018
Q3 		$302K Sell
2,291
-583
-20% -$74K 0.02% 356
2018
Q2 		$331K Sell
2,874
-287
-9% -$32.4K 0.03% 330
2018
Q1 		$347K Sell
3,161
-95
-3% -$9.43K 0.03% 326
2017
Q4 		$295K Sell
3,256
-360
-10% -$31.4K 0.03% 374
2017
Q3 		$292K Sell
3,616
-45
-1% -$3.47K 0.03% 366
2017
Q2 		$277K Buy
3,661
+109
+3% +$7.87K 0.03% 355
2017
Q1 		$241K Sell
3,552
-856
-19% -$58K 0.03% 339
2016
Q4 		$292K Sell
4,408
-446
-9% -$29K 0.04% 282
2016
Q3 		$329K Buy
4,854
+1,274
+36% +$87K 0.05% 246
2016
Q2 		$233K Sell
3,580
-316
-8% -$19.6K 0.04% 323
2016
Q1 		$231K Buy
3,896
+450
+13% +$24.5K 0.04% 315
2015
Q4 		$185K Buy
+3,446
New +$193K 0.03% 379

Other funds holding BR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return