Wealthspire Advisors (Maryland)’s Brady Corp BRC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-437	Closed	-$20K	–	669
2019 Q1	$20K	Sell	437 -159	-27%	-$7.31K	﹤0.01%	1268
2018 Q4	$26K	Sell	596 -208	-26%	-$8.67K	﹤0.01%	1106
2018 Q3	$35K	Buy	804 +702	+688%	+$27.9K	﹤0.01%	1088
2018 Q2	$4K	Hold	102	–	–	﹤0.01%	1860
2018 Q1	$4K	Hold	102	–	–	﹤0.01%	1885
2017 Q4	$4K	Buy	102 +99	+3,300%	+$3.81K	﹤0.01%	1886
2017 Q3	$0	Buy	+3	New	+$102	﹤0.01%	2264

Other funds holding BRC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Brady Corp (BRC) in Q2 2019, closing a stake of 437 shares — an estimated $20K sold.

Wealthspire Advisors (Maryland) first reported a position in BRC in Q3 2017 and held it in 7 quarters. The position peaked at $35K in Q3 2018. 181 funds tracked by Wall St. Rank hold BRC as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Brady Corp position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 437 Brady Corp shares in Q2 2019, an estimated $20K.
Wealthspire Advisors (Maryland) first reported a position in Brady Corp in Q3 2017 and held it in 7 quarters.
Wealthspire Advisors (Maryland)'s Brady Corp position peaked at $35K in Q3 2018.
181 funds tracked by Wall St. Rank held Brady Corp as of Q2 2019.

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